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Get your taxes done using TurboTax
No bugs. Could be a couple of items to review. Did you do a rollover to another qualified plan? Check the coding in box 7. If it a G or did you tell TurboTax you rolled the proceeds into another plan or IRA? This would cause the box 2A to not be reported as income in TurboTax.
You could also try deleting the 1099R through Tools and re-enter. This will clear the 1099R completely from your return. While in your return in TurboTax:
- In the left hand column select "Tax Tools"
- Select "Tools"
- Select "Delete a form"
- Review for form 1099-R
- Delete selected form then "Back"
- Go to the 1099R entry screens and re-add the 1099R
March 2, 2021
12:04 PM