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Retirement tax questions
I told the program that I rolled over PART of my IRA distribution, and its copy of the 1099-R is correct. BUT, the partial rollover of the distribution is NOT transferring over to the 1040. Instead, it's considering ALL of the distribution having been rolled over, and so is putting a zero on line 4b, instead of a taxable amount. AND, it will not let me override. Is this a glitch others have seen as well? I tried deleting the 1099 and doing it over again, but the same thing keeps happening.
‎February 4, 2021
8:00 AM