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Pickeled
New Member

Why is my1040-SR's Box 5a is empty when Box 5b is not?

 
2 Replies
VolvoGirl
Level 15

Why is my1040-SR's Box 5a is empty when Box 5b is not?

Because it would be the same amount.  If 5a is the same as 5b leave 5a blank.

 

VolvoGirl
Level 15

Why is my1040-SR's Box 5a is empty when Box 5b is not?

More details

If the taxable amount on 5b is the same as the gross distribution on 1099R box 1 then it doesn't show the amount on 5a.

 

See IRS 1040 Instructions page 26 middle column
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

 

It says........

If your pension or annuity is fully taxable, enter the total pension or annuity payments (from Form(s) 1099-R, box 1) on line 5b; don’t make an entry on line 5a.

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