In a 1040 ez form where do I enter my Gross Distribution amount? This does not go totaled in with the wages, salry, tips etc.? I was give a lump sum payment back in August 08 and the Fed's took their cut, but now I have to send the State theirs and am not sure where to put GROSS DISTRIBUTION on my federal 10401 ez form

Thanks

Lawrence J. Marquez:confused:

Lawrence:

A gross distribution is normally on some form of 1099, be it 1099-INT, 1099-DIV or, most likely, 1099-R.

You CANNOT put data from a 1099-DIV or 1099-R on a Form 1040EZ; you need at least a Form 1040A.

Now that you have answered my question about not being able to put gross distribution on a 1040 ez, can I exclude that all together and not report it being the federal government has already taken their share? My bottom line is how do I figure out what I owe the State being I have to take an adjusted total from my federal form? I'd like to get a refund from both Fed and State


Thanks Lawrence J Marquez:cool:

Negative. If you got a Form 1099-R or 1099-DIV, then you MUST report it somewhere on your tax return.

Failure to do so can cause your return to be rejected.

Where do I report gross distributions on the tax form?

Lines 14 or 15 of Form 1040A or Lines 15 or 16 of Form 1040.

You CANNOT report the distributions on Form 1040EZ