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taxprepp
Level 3
Feb 24, 2021 3:58 PM UTC
Solved

1099R - RMD

TP retired. Took RMD from retirement account setup by previous employer. Box IRA/SEP/SIMPLE not marked. Fully taxable. Enter on Line 4b or 5b? PTO posting on 5b. Previous tax preparer posted on 4b.

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IRonMaN
IRonMaNAnswer
Level 15
Feb 24, 2021 4:12 PM UTC

If it isn't marked as IRA, go with the flow - 5b.  I heard the previous tax preparer wasn't always accurate on how he coded things.

Slava Ukraini!
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3 replies

IRonMaN
IRonMaNAnswer
Level 15
Feb 24, 2021 4:12 PM UTC

If it isn't marked as IRA, go with the flow - 5b.  I heard the previous tax preparer wasn't always accurate on how he coded things.

Slava Ukraini!
    taxpreppAuthor
    Level 3
    Feb 24, 2021 4:16 PM UTC

    Thank you!

      IRonMaN
      IRonMaN
      Level 15
      Feb 24, 2021 4:16 PM UTC

      You betcha!

      Slava Ukraini!
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