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Retirement tax questions
In my case, Turbotax Premium 2021 is reporting the gross distribution in box 1 of the 1099-R as the taxable income rather than the taxable amount shown in box 2a. Even after going through the calculations based on post taxed employee contributions and my annuity start date and stating that the taxable amount should actually be less than that reported in box 2a, it still inserted the gross distribution amount on the form. How does one get this corrected?
March 11, 2022
6:36 PM