@smbosworth wrote:
I have done that - and the paper form gives me $7,723 as taxable, but TurboTax is putting $13,331 on that line instead. Is there a problem with the program? How do I get TurboTax to look at it?
Your math is incorrect. The total distribution 1099-R box 1 is 22,723 and you paid back 15,000 that leaves (22723 - 15000) = 7723 as taxable, but 1669 of that is your own non-taxable contribution, (7723 - 1669) = 6015 as the 1040 line 4b amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
