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Retirement tax questions
Form 1040 line 1 is the total of box 1 on all of your W-2s. Form 8959 line 1 is the sum of box 5 on all of your W-2s. That's what the IRS forms and instructions require. It's very common for box 5 to be higher than box 1.
EDIT: Corrected form number.
March 11, 2024
3:02 PM