- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Overriding 1099R box 2b (taxable amount not determined) does not make appropriate changes to 1040
I received a 1099R with box 2b checked indicating taxable amount not determined. Boxes 1 and 2a show the same amount. I do not know why this box was checked since it was not in prior year 1099R's from this company. As a result of this, form 1040 line 4a shows the taxable amount but 4b shows zero. I thought I could correct this by re-entering the 1099R in step-by-step and indicating 2b was NOT checked. I did this but nothing changed. I verified looking at the 1099R in both "Forms" and step-by-step that the box was unchecked. Why didn't unchecking the box cause 1040 line 4b to be updated? Will I have to manually update 4b?
‎January 23, 2025
8:32 AM