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Get your taxes done using TurboTax
You can enter multiple 1099-R's by selecting add a 1099-R in the summary screen after each one you enter.
If you enter $0 on line 2b that is telling the program that for some reason absolutely none of the amount in box 1 is taxable. So it is completely excluding all of your 1099-R income from your taxable income. This is not likely correct. If you do not have a number in your 1099-R box 2 and box 2b is checked, this is how you should enter it. Generally, income reported on a 1099-R IS taxable.
For California, where are you looking that you do not believe it has been carried over? What is the entry you have in the 1099-R box 2a when you see it not carried over?
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‎February 12, 2026
7:54 AM