topic should IRA show up in line 4a and not in line 5a or 1040-SR? in Retirement tax questions

should IRA show up in line 4a and not in line 5a or 1040-SR?

jhoytva — Wed, 18 Feb 2026 10:08:21 GMT

Using Premier. 1099-Rs from our IRAs downloaded correctly and EasyStep asked about RMDs. However, the income is entered in line 5a or 1040-SR instead of line 4a. Is this a bug in Turbotax?

Re: should IRA show up in line 4a and not in line 5a or 1040-SR?

DoninGA — Wed, 18 Feb 2026 10:24:08 GMT

On the TurboTax Form 1099-R that was entered, is the box checked for IRA/SEP/SIMPLE? If not, the withdrawal will be entered on the Form 1040 Line 5a.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Re: should IRA show up in line 4a and not in line 5a or 1040-SR?

jhoytva — Wed, 18 Feb 2026 17:19:40 GMT

This solved my issue. Downloaded 1099-R had the IRA block checked, but this did not transfer to the form in Turbotax without me clicking on it.