Shouldn't the pension amount received be listed on line 4c as well as line 4b (taxable amount)? It is not on there. also line 4a is erroneously blank!

mryalderete · ‎February 4, 2020

JulieS · ‎February 4, 2020

When all of your retirement distributions are taxable, the total amounts goes on 4b for IRAs and 4d for pensions and annuities.

This is an excerpt from the line instructions for Form 1040:

"Except as provided next, leave line 4a blank and enter the total distribution (from Form 1099-R, box 1) on line 4b."

and later:

"If your pension or annuity is fully taxable, enter the total pension or annuity payments (from Form(s) 1099-R, box 1) on line 4d; don’t make an entry on line 4c."

Click here to see the full instructions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Expert does your taxes

Do it yourself

Resources

Support

Shouldn't the pension amount received be listed on line 4c as well as line 4b (taxable amount)? It is not on there. also line 4a is erroneously blank!