HOW COME THE FULL AMOUNT OF THE PENSION/IRA IS NOT IN LINE 4A OF THE 1040

[IRonMaN · Accepted solution]

BECAUSE THERE IS A BUG

[Just-Lisa-Now-]

pretty sure IRS only cares about the taxable portion

[MAER356]

but should not be filed if the taxable portion is greater than the full distribution.  any idea when the bug will be fixed?

[Just-Lisa-Now-]

If both the gross and taxable are the same, then it leaves 4a empty and only puts the amount in 4b...I think this is where its getting screwy when multiple 1099s are entered.

Ive tried to recreate what people are seeing, I haven't run across a situation that looks off yet.

[MAER356]

definitely multiple 1099-r.  i have 3 and line 4a is less than 4b which is not right.

[msmith7305]

If you read the instructions, (at least for most IRA distributions) basically, if the gross is the same as the taxable then no entry goes in 4a and the total goes to 4b. So, no bug there.

[chasetax]

had issue today, multiple 1099r's, ira's not included in 4a total for me,
suggestion override then answer yes when efile review asks to allow overrides
until bug is fixed