dryfly1
Returning Member

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.