Gross Distribution

[tlhamilton702]

Hello,

My Gross Distribution and Taxable Amount are the same. Once I put in the Gross Distribution it lowers my refund substantially. I don't understand why, to me it seems that is taxing me twice. thanks in advance

[Carl]

Gross distribution of what? An IRA perhaps. If so, why would the entire distribution not be taxable? Or have you not provided the complete picture at this point maybe?

[tlhamilton702]

It is off a pension plan, I guess my confusion is are both amounts taxable?

[VolvoGirl]

No.  Box 2a is just the amount of box 1 that is taxable, in case it's less than box 1.  Did you enter the withholding on box 4?  It must not have been enough to cover the tax due on it.  And when you add more income it can change many other things on your return.  Especially like the taxable a,out there of any Social Security you got.