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Retirement tax questions
What amount is on Line #5b of Form 1040? The distribution should show up on 5a, but not on 5b. If it is showing on 5b also, check to see if you have the 1099-R entered twice? Search for 1099-R and use the Jump to 1099-R link to view your 1099-R Summary Page. Verify you only have the one 1099-R (assuming you only have that one). If the summary looks alright, try deleting the 1099-R and re-entering it. Ignore the refund meter ;). There will be a delete button or trash can icon next to the 1099-R on the Summary page.
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‎February 22, 2022
6:52 PM