AmyC
Expert Alumni

Get your taxes done using TurboTax

1. Let's get your forms entered without a penalty. Last year the questions were very different.

2. It can't be deleted until we fix the issue. Let's get you filed without the penalty form 2210.

 

The nonqualified annuity entry:

  1. Open your return to the federal income
  2. Select the 1099-R and edit
  3. taxable amount -if box 2a has no amount or needs to be determined, the program will ask about cost basis. Since 2a has the correct number- you select to use it, the program will not ask about the basis.
  4. continue to Enter the form,
  5. No Public Safety Officer
  6. select 403b plan
  7. RMD, enter zero
  8. continue

@mshearn 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"