https://ttlc.intuit.com/community/taxes/discussion/ira-distribution-pension-reporting/01/2618617#M938147 <P>When using Step-by-Step, TurboTax combines the IRA Distribution and the Pension Income to Line 5b of the 1040 form. I would think that the IRA Distribution should be reported on Line 4b and the Pension Income on Line 5b. These should not be combined. I consider this a bug.</P> Mon, 09 Mar 2026 07:06:35 GMT jrszucs 2026-03-09T07:06:35Z https://ttlc.intuit.com/community/taxes/discussion/ira-distribution-pension-reporting/01/2618617#M938147 <P>When using Step-by-Step, TurboTax combines the IRA Distribution and the Pension Income to Line 5b of the 1040 form. I would think that the IRA Distribution should be reported on Line 4b and the Pension Income on Line 5b. These should not be combined. I consider this a bug.</P> Mon, 09 Mar 2026 07:06:35 GMT https://ttlc.intuit.com/community/taxes/discussion/ira-distribution-pension-reporting/01/2618617#M938147 jrszucs 2026-03-09T07:06:35Z https://ttlc.intuit.com/community/taxes/discussion/re-ira-distribution-pension-reporting/01/2618661#M938161 <P>Did you receive two Form 1099-R's.&nbsp; One for a Pension and one for a distribution from an IRA?</P> <P>If so -</P> <P>If your distribution in 2021 was from an IRA then you needed to check the box for IRA/SEP/SIMPLE on the TurboTax Form 1099-R.&nbsp; Then the taxable amount would be on Form 1040 Line 4b.</P> <P>&nbsp;</P> <P>If your distribution in 2021 was from a Pension then the taxable amount will be shown on Form 1040 Line 5b.</P> Fri, 25 Mar 2022 19:08:29 GMT https://ttlc.intuit.com/community/taxes/discussion/re-ira-distribution-pension-reporting/01/2618661#M938161 DoninGA 2022-03-25T19:08:29Z