ErnieS0
Expert Alumni

Retirement tax questions

Try this workaround.

 

If you are not getting the correct exemption amount, enter the same amount from box 2 of the 1099R for the state distribution in box 16. 

 

In a subsequent screen where it is asked "Where is this distribution from " click on the appropriate code selection which exempts the amount in box 16 from being taxed.

 

@Jpestes

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