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posted Mar 4, 2022 10:30:14 AM

IRA

I have 2 form 1099R. Both are IRA distributions. 

One shows up on the form 1040 as and IRA distribution The other shows up has a pension distribution.

 

HOW DO I OVERIDE THE ONE THE PENSION LINE AND MOVE IT UP TO IRA   LINE 4B AND REMOVE IT FROM LINE 5B

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1 Replies
Level 15
Mar 4, 2022 10:34:30 AM

Are you sure the other one is from an IRA?  Could it be from a 401K or annuity?  Check the 1099R.  There is a little IRA checkbox between boxes 7&8.  If that is not checked then DO NOT check it.  

 

1099R IRA box on Form.jpg