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Retirement tax questions
is there any way to get Turbotax to add some income in those lines that doesn't come from a 1099-R?
I don't think so.
it would be very easy to simply add the amounts for the two distributions on lines 4a and 4b
That's what I would do, It is only the form 1040 that matters.
In fact, your return is correct if you do that, and incorrect if you don't (hence the need to amend).
is there any way to get Turbotax to add some income in those lines that doesn't come from a 1099-R?
If there were, or you mailed a return with an override, wouldn't the 1099s still mismatch, and wouldn't that bother you also?
‎February 16, 2022
4:48 PM