1099 R on the 1040 Form

[Deltabreeze]

I entered my pension and I withdrew some money from my Fidelity IRA and also received the 1099R.  When I entered both the 1099R and printed out the 1040, I noticed the 1040 didn't break down my pension or the withdraw from my Fidelity IRA.  It just gave me the grand total.  Why?  Shouldn't it be showing both on the 1040?

[VolvoGirl]

An IRA should be on 1040 line 4a and 4b.

Pension should be on line 5a and 5b.

Is that not what you are seeing?  Where is it showing just the total?

Check if the IRA 1099R has the little IRA/SEP/SIMPLE box checked.  It's between boxes 7&8.

[Hal_Al]

Q.  Shouldn't it be showing both on the 1040?

A. Yes and No.

No. All pension income is lumped together on lines 5a & 5b of form 1040.  All IRA distributions are lumped together on lines 4a & 4b.

So, yes, your pension income should be on line 5 and your IRA on line 4.  If they are on the same line, you failed to check (or not check) the IRA box in the interview.  It's included on the 1099-R screen and TT follows up to remind you. 

[Deltabreeze]

I have box 7 marked where it says normal distribution and also checked the IRA/Sep etc checked as well.  Under box 7 there is another box with a drop down but on my form, there isn’t anything applying to that second drop down box.

[Hal_Al]

"Under box 7 there is another box with a drop down but on my form, there isn’t anything applying to that second drop down box."

That's not relevant.

"I also checked the IRA/Sep etc checked as well". 

That means both your pension and your IRA distribution were added together and placed on lines 4a & 4b.  Go back and uncheck that box on the pension 1099-R (unless it is actually checked on the paper copy), so that it will go on lines 5a & 5b.