dmertz
Level 15

Retirement tax questions

If code 6 was selected in box 7 of TurboTax's 1099-R form, the amount on Form 1040 line 4d must be coming from something else.  Whenever code 6 is selected for box 7 of TurboTax's 1099-R form, TurboTax always excludes the amount from line 4d.  TurboTax also knows to flag an error if any other code is selected for the second of the box 7 selections on TurboTax's 1099-R form since code 6 is not permitted to be combined with any other code.