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Sundog
February 8, 2024
Question

Desktop 2023 - 1099-R Data Not Entering on Line 4A and 5A of 1040-SR

  • February 8, 2024
  • 1 reply
  • 0 views

Distributions from IRAs and pension data aren't being transferred to lines 4A and 5A respectively. The correct taxable amount is being transferred to lines 4B and 5B. I can't seem to be able to manually enter the data. Is this going to be an issue?

    1 reply

    VolvoGirl
    VolvoGirl
    February 8, 2024

    No that's ok.  If the gross amount on line "a" is the same as the taxable amount on the "b" line then it doesn't need to enter or print it .   

    S
    SundogAuthor
    February 8, 2024

    Thanks, but that's the issue. There is NO gross data on Lines 4a and 5a. I must be getting senile. ; )

    VolvoGirl
    VolvoGirl
    February 8, 2024

    Yes that's what I said.  If the gross amount is the same as the taxable amount it won't show on line 4a or 5a.  

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