My ira distribution amount was placed on 1040A, line 12a for pensions and annuities. Does this need to be changed to correct line 11a

meronek · ‎May 31, 2019

MichaelL1 · ‎May 31, 2019

There is a box by line 7 of the 1099R that probably should have been checked.

The box is titled:The IRA/SEP/SIMPLE box is checked on my copy of the 1099R.

If you have not already filed you can go back to that area and EDIT the 1099R.

The tax impact on the return is the same, so if you already filed I would not do anything.

To EDIT the 1099R:

To enter or EDIT pension and annuity Payments (1099-R)

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

MichaelL1 · ‎May 31, 2019

There is a box by line 7 of the 1099R that probably should have been checked.

The box is titled:The IRA/SEP/SIMPLE box is checked on my copy of the 1099R.

If you have not already filed you can go back to that area and EDIT the 1099R.

The tax impact on the return is the same, so if you already filed I would not do anything.

To EDIT the 1099R:

To enter or EDIT pension and annuity Payments (1099-R)

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

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