You'll need to sign in or create an account to connect with an expert.
TurboTax is handling the 4a and 4b entries correctly according to the IRS instructions. Here is what the IRS instructions say about entries on line 4a and 4b:
Fully Taxable Pensions and Annuities
Your payments are fully taxable if (a) you didn't contribute to the cost (see Cost, later) of your pension or annuity, or (b) you got your entire cost back tax free before 2018. But see Insurance Premiums for Retired Public Safety Officers, 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 4b; don’t make an entry on line 4a.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
mvanhuizum-gmail
New Member
bfordmn
Returning Member
auntsoup66
Returning Member
susann315
New Member
herosareangels
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.