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Deductions & credits
I found in 1099-R Additional Distribution Information, B1 (Check if the entire distribution rolled over) is checked, so my entry in Step-by-Step was retained correctly, but somehow the info was not reflected in Line 26a.
I checked my 1099-R entries for 2023, all my entries in 2024 are done the same way as 2023 for 1099-R and 1099-R Additional Distribution Information, but the 1099-R Summary for 2024 calculated 26a differently than 2023 for some reason. Maybe there is a new software bug?
March 9, 2025
4:53 PM