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EKD
Level 1

1040-SR line 4

Why is line 4a blank when 4b is filled in?

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1 Reply

1040-SR line 4

There will only be an entry on 4a of the distribution is partly non-taxable or entirely non-taxable  per the IRS 1040 instructions that say:

 

You should receive a Form 1099-R
showing the total amount of any distribution
from your IRA before income tax
or other deductions were withheld. This
amount should be shown in box 1 of
Form 1099-R. Unless otherwise noted in
the line 4a and 4b instructions, an IRA
includes a traditional IRA, Roth IRA,
simplified employee pension (SEP)
IRA, and a savings incentive match plan
for employees (SIMPLE) IRA. Except
as provided next, leave line 4a blank and
enter the total distribution (from Form
1099-R, box 1) on line 4b.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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