topic Re: 1040-SR in Get your taxes done using TurboTax

1040-SR

i108361 — Wed, 11 Feb 2026 05:06:25 GMT

Software glitch: I noticed that line 4a does not populate on this form even though it shows the amount on lime 4b.

Re: 1040-SR

VolvoGirl — Thu, 28 Mar 2024 16:49:14 GMT

If the amount on line 4a is the same as 4b the IRS doesn't want it showing on 4a. Same for line 5.

See IRS 1040 Instructions.
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

For line 4 page 26 top of last column……
Except as provided next, leave line 4a blank and enter the total distribution (from Form 1099-R, box 1) on line 4b.

Re: 1040-SR

DoninGA — Thu, 28 Mar 2024 16:54:08 GMT

If the amount in box 1 and box 2a of the Form 1099-R you entered are the same then on the Form 1040 box 4a will be blank.

IRS Form 1040 Instructions page 26 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=26

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