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Get your taxes done using TurboTax
Did you double check that your input matches the document you received?
only the pension should be in Box 4a and should reflect what is in Box 1 of the 1099-R. For each pension 1099-R, can you please post what is in Box 7 and whether the IRA / SEP box is checked.
Box 4b should reflect all the 1099-Rs, summing what is in Box 2a. For each remaining 1099-R, can you please post what is in Box 7 and whether the IRA / SEP box is checked.
is there anything unusual about these 1099-Rs? meaning are they outside a pension payment or a distribution from an IRA?
agree that the 'taxable amount not determined' should have no relevance
thx
‎February 6, 2019
2:58 PM