Question

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

Forum|Forum|2 years ago
February 8, 2024
1 reply
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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?

VolvoGirl

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

Whoops, my apologies. I misinterpreted your answer. You are correct that if it's fully taxable, the amount only needs to be entered on Lines 4B and 5B.