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box13r
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1099-R error on the 1040-SR both the IRA and the Retirement are being combined on Line 4a as an IRA distributaions

Based on the 1040-SR the IRA distribution should be reported (4a) and (4b) and the Retirement 1099-R should be reported on (5a) and (5b).

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1099-R error on the 1040-SR both the IRA and the Retirement are being combined on Line 4a as an IRA distributaions

Look at your 1099-R for your retirement and be sure IRA was not checked. 

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1 Reply

1099-R error on the 1040-SR both the IRA and the Retirement are being combined on Line 4a as an IRA distributaions

Look at your 1099-R for your retirement and be sure IRA was not checked. 

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