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Level 2
posted Feb 21, 2023 9:21:43 PM

I have a 1099-R that reflects my RMD. I need this to appear in the line 4b rather than 5b. What can I do?

I have a 1099-R that reflects my RMD. I need this to appear in the line 4b rather than 5b. What can I do?

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1 Replies
Expert Alumni
Feb 22, 2023 5:29:25 AM

Line 4 on form 1040 reports distributions from IRAs.

 

Line 5 reports distributions from pensions and annuities,

 

For the distribution to appear on line 4, on your 1099-R form, the box IRA/SEP?SIMPLE next to box y has to be checked.

 

Please review your form 1099-R entry.