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fritz88
May 1, 2025
Question

Form 1099-R Summary

  • May 1, 2025
  • 2 replies
  • 0 views

Where specifically does the info that populates on Form 1099R Summary flow from on Turbo Tax Deluxe 2024?

    2 replies

    R
    RobertB4444
    May 1, 2025

    From the 1099-R entries that you made when you imported or typed in the 1099-R forms into TurboTax.  The summary would be of box 1 (total amount), box 2a (taxable amount) and box 4 (income tax withheld).

     

    @fritz88 

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    Hal_Al
    Hal_Al
    Employee
    May 2, 2025

    If your 1099-R is for an IRA, the box 1 amount goes to line 4a of form 1040 with the taxable amount on line 4b.

     

    If your 1099-R is for a pension or 401k,  the box 1 amount goes to line 5a of form 1040 with the taxable amount on line 5b.

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