@fdlawlor wrote:
TTax 2021 only asks if rolling over to 401k or 403b, not IRA. Regardless of how I answer it generates a blank 1099b which repeatedly fails the filing review no matter how I try to fix the form. If I change any info in 1099B it assumes it is all taxable!
Correct.. If not rolled to a Roth IRA or Roth 401(k) then the only other choice is to a Traditional IRA so not need to ask a separate question. Just answer no to the 2 Roth questions and it *is* a Traditional IRA.
A 1099-R never can generate a 1099B. You should see the 1099-R box 1 amount on the 1040 line 5a with a blank or zero line 5b.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
