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turbojb
New Member

On 1040A, why does TT report total of IRA and Pension distributions on line 12 instead of showing IRA on line 11 and Pensions only on line 12 and how do I correct that?

I input IRA and Pension distributions individually but they were shown as a single sum on the Pension line (#12). What do I need to do to show them (properly) on the individual lines? 

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dmertz
Level 15

On 1040A, why does TT report total of IRA and Pension distributions on line 12 instead of showing IRA on line 11 and Pensions only on line 12 and how do I correct that?

If your IRA distribution is appearing on Form 1040A line 12, it means that you overlooked marking the IRA/SEP/SIMPLE box on TurboTax's 1099-R form.  Distributions from traditional IRA accounts will be reported on Form 1099-R with the IRA/SEP/SIMPLE box marked.  Distributions from any other type of account will be reported on Forms 1099-R that do not have the IRA/SEP/SIMPLE box marked.

Go back and edit the 1099-R form in TurboTax corresponding to the Form 1099-R that you received from the traditional IRA.

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2 Replies
dmertz
Level 15

On 1040A, why does TT report total of IRA and Pension distributions on line 12 instead of showing IRA on line 11 and Pensions only on line 12 and how do I correct that?

If your IRA distribution is appearing on Form 1040A line 12, it means that you overlooked marking the IRA/SEP/SIMPLE box on TurboTax's 1099-R form.  Distributions from traditional IRA accounts will be reported on Form 1099-R with the IRA/SEP/SIMPLE box marked.  Distributions from any other type of account will be reported on Forms 1099-R that do not have the IRA/SEP/SIMPLE box marked.

Go back and edit the 1099-R form in TurboTax corresponding to the Form 1099-R that you received from the traditional IRA.

turbojb
New Member

On 1040A, why does TT report total of IRA and Pension distributions on line 12 instead of showing IRA on line 11 and Pensions only on line 12 and how do I correct that?

Thank you...that was my oversight - it is now correct
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