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The TaxAct® program will determine what amount (if any) needs to appear on Lines 4a and 4b of Form 1040 U.S. Individual Income Tax Return according to the IRS instructions and the data entered in the program. Usually, if the amount is fully taxable, Line 4a is left blank and the total distribution is entered on Line 4b. Exceptions to this are listed in the IRS Instructions for Form 1040 and 1040-SR.

To enter the information from Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. that is used to calculate these amounts:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Retirement Plan Income in the Federal Quick Q&A Topics menu to expand, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
  3. Click + Add Form 1099-R to create a new copy of the form or click Edit to review a form already created.
  4. Click Quick Entry to scroll down to answer all applicable questions or click Step-by-Step Guidance to proceed with the program interview questions.

Note. After you have entered the information from Form 1099-R, the necessary amounts will appear on Lines 4a and 4b.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.

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