macuser_22
Level 15
Level 15

Retirement tax questions

@icky0 wrote:

@DawnCyes, I have deleted my 1099-R and recreated it multiple times, using both manual entry and download from my financial institution. I get the same wrong value for line 5b every time no matter how I do it.

Since you repaid 1/3 in 2020 then there is not 2020 taxable amount.

 

OK - here is the entire sequence when I do it in the online version  - what are you doing that is different?

 

Screen Shot 2021-03-02 at 6.59.38 PM.jpgScreen Shot 2021-03-02 at 7.00.06 PM.jpgScreen Shot 2021-03-02 at 7.00.16 PM.jpgScreen Shot 2021-03-02 at 7.00.35 PM.jpgScreen Shot 2021-03-02 at 7.00.43 PM.jpgScreen Shot 2021-03-02 at 7.00.58 PM.jpgScreen Shot 2021-03-02 at 7.01.20 PM.jpgScreen Shot 2021-03-02 at 7.01.33 PM.jpgScreen Shot 2021-03-02 at 7.01.48 PM.jpgScreen Shot 2021-03-02 at 7.02.31 PM.jpg

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎March 2, 2021 7:10 PM
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