BillM223
Expert Alumni

Retirement tax questions

You mean that the nontaxable pension is supposed to show up in line 5a (1040), but not in line 5b(1040), right?

 

The instructions for lines 4 and 5 on the 1040 are quite odd, but there are many situations in which the IRS doesn't want you to fill in line 4a or 5a. Yes, this means that your nontaxable distributions may not print, but that is absolutely OK.

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