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Get your taxes done using TurboTax
Thanks for the reply. I asked the question because without some adjustment the fully-taxable amounts do transfer to Line 5a. To exclude them I created a dummy 1099-R with a negative number in Box 1 equal to the sum of the fully-taxable amounts in my 1099-Rs, and linked the dummy 1099 to Line 5a. It worked, and I too suspected that the IRS wouldn't care, as the 1040 is correct. I asked the question in case there was a more elegant way to make the adjustment baked into TurboTax.
However, it would be nice if next year TurboTax would have the more elegant solution. Again, thanks.
‎February 26, 2025
3:49 PM