barmerton
Returning Member

Retirement tax questions

That's not what I get. It asks if the numbers in box 1 and box 2a are correct. If I say no, a note pops up and says:

"Review the numbers below and make any necessary changes.:

box 1 Gross distribution

box 2 taxable amount.  0.00

There is no way to ask for a different amount. If you try to change the 0's it takes you to a box that asks you to put in an amount. If you don't put in an amount it puts 0.00 back in. Then as you go to the next steps it shows the whole amount as untaxable.

I don't know why in a previous step it shows the simplified method filled in with all the info, but then doesn't use it.