2497847
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Coach209
Returning Member

Beneficiary IRA not showing correctly in final pdf of return

Beneficiary IRA problem:  Tax return PDF (for me to save and print) has correct entry in 4b, but 4a is blank! Why?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
RaifH
Expert Alumni

Beneficiary IRA not showing correctly in final pdf of return

Unless the IRA distribution is one of the exceptions, Line 4a is left blank and the entire distribution is entered on 4b. Generally speaking, if the entire amount of the distribution is taxable, no entry needs to be made on 4a.

Coach209
Returning Member

Beneficiary IRA not showing correctly in final pdf of return

Thank you so much. I should have realized this from other hints, like the IRS rules and guidance you provided. But you made it easy for me and pointed me in the right direction. I sure appreciate knowledgeable people like you!

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question