dmertz
Level 15

Retirement tax questions


@butimnotachef wrote:

Now when I try to wrap up the taxes however Turbotax refuses to let me proceed and says there must be a value in 2a (taxable amount) despite the fact that in 2b it says the taxable amount not determined.


As I understand it, your distribution was a regular distribution in 2020, reported on a code J 2020 Form 1099-R, to correct a 2018 excess contribution.  For a code J Form 1099-R TurboTax expects bog 2a to be blank.  Did you mistakenly enter some code other than just code J into box 7 of TurboTax's form?