I was doing my taxes for my 93 year old mother. She has a 1099-R, Statement of
Survivor Annuity Paid, from Office of Personnel Mgmt. I called up the: IRS, OPM, and Turbo Tax help line and had a huge run around. It seems that Turbo Tax was not equipped to handle my mother's issue and repeatedly asked the wrong questions.
In her 2a field it is listed as UNKNOWN. Turbo Tax could not handle this issue and I had to guess what the answer should be. Your application has an entry field for 2a: Taxable Amount, and two checkboxes for taxable amount not determined and total distribution. There should be a third checkbox to include: "Taxable Amount Unknown" which is what is in her 2a field for her 1099-R.
Since this was not included, downstream, I had bad questions such as "Verify Box 2a and Box 2b (which had Unknown in it rather than nothing, or 0.00), Was this Withdrawl and RMD, For the years yo0u received these distributions, was the ammount shown in box 2a of the Form 1099-R used as the taxable amount?
Please get your experts to confirm this scenario and included it in an update to Turbo Tax for this year.
I can supply print screens upon request.
Rick Ragan.
