dbgr
New Member

1099-R taxable, but review says it's showing as non-taxable

Hello! I've entered my 1099-R, which was a return of contributions, so the full amount is taxable and box 2 is completed with the correct amount.  The amount is listed as income in line 1h on my 1040 as well.  Fed tax was withheld and entered in the 1099 form.  When I run the review, one of the cautions is that the withholding is more than the taxable amount - I believe it's saying the distribution is non-taxable.   I look at my 1099R Summary form, in the "Taxable" section - it's listed in there.  Given that the amount is shown on my 1040 as income, I'm inclined to ignore the warning, but just wanted to see if anyone else has experienced this, or if there is something else I should be looking at?  Thanks for any input...