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bigspencewi
January 31, 2025
Question

1099-R

  • January 31, 2025
  • 1 reply
  • 0 views

On form 1099-R my gross distribution in Box 1 is $20,549 and Box 2A my taxable amount is $19,598. The program keeps using my Box 1 amount not box 2A as checked.

    1 reply

    RachelW33
    RachelW33
    February 8, 2025

    Depending on the type of Form 1099-R distribution, it should be reported on your federal return as follows:

     

    • IRA Distributions: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 4a and the taxable amount from 1099-R Box 2a is reported on Line 4b
    • Pensions & Annuities: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 5a and the taxable amount from 1099-R Box 2a is reported on Line 5b

    If that is not the case on your Form 1040, please respond back so that we can assist you further.

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