johannes2
New Member

Deductions & credits

I made up my own 1099-R with

 

1 gross distribution: put in total amount came out

2a taxable amount: put in the amount went up since putting in

2b taxable amount not determined: check

     total distribution: not checked (still some stuff in roth)

7 distribution codes:

    1st code: 8

    2nd code: blank

    IRA/SEP/SIMPLE: checked (not sure this is right)

16 state distrubution: same as line 1

I did type in a note explaining (as the 8606 instructions suggest).

 

Doing this resulted in 1040 line 4a being total distribution and 4b being the amount it went up before distribution, which is what I wanted.

 

IMPORTANT: This is what I did and it looks like it works, but I am a tax novice with no training and I am not confident I did this correctly, so please be careful.