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For a 1099-R, the taxable amount is being included in Line 4b, but the total amount is not included in 4a. Taxable (4b) shows as more than 4a. Is there some reason?

tpcooper
Level 2

I have checked all input.  This client has both IRAs and pensions.  Some of the IRAs have the taxable amount listed and some don't, but for all of them the IRA amount is not included in 4a.  Is this a bug, or something I don't understand?

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Accepted Solutions
IRonMaN
Level 15

The 1040 instructions say to not show an amount in 4a for IRAs that are fully taxable.


Slava Ukraini!

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5 Comments 5
IRonMaN
Level 15

The 1040 instructions say to not show an amount in 4a for IRAs that are fully taxable.


Slava Ukraini!
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tpcooper
Level 2
Thank you.
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IRonMaN
Level 15
You betcha!

Slava Ukraini!
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tpcooper
Level 2
I realize now that is how it always was, but the IRA and Pensions line being combined make it look weird now, whereas before it didn't stand out as much.
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IRonMaN
Level 15
Believe it or not, you are not the first to ask.  Combining what was two lines in the past into one line this year has lots of folks thinking it just doesn't look right.  

Slava Ukraini!
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