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WhyIRA distribution is carrying to line 5 of the 1040-Individual-SureFire

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📊 Step-by-Step Guide

Step 1: Go to Form 1099-R, box 7

Use this when you need to find the IRA/SEP/Simple distribution setting.

Go to Form 1099-R, box 7.

Step 2: Mark the correct IRA/SEP/Simple option

Use this to ensure the distribution carries to the correct line.

There is a box which says IRA/SEP/Simple. This box must be marked for the IRA/SEP/Simple distribution to be carried to line 4.

Tags: federal,form