DaveF1006
Expert Alumni

Retirement tax questions

No. It shouldn't add to your Adjusted Gross income.  I tested this in my program and it excluded the income with a distribution code 6. Are you using the online version of Turbo Tax or the software? if using online, go to preview my 1040. Look at lines 5A and 5B. 5A should have an amount listed but not 5B. 

 

If there is an amount in 5B, go back and check your 1099R entry to see if you entered a distribution code 6. If  that is correct, check your Box 2A to see if there is a taxable amount listed there. If so, remove it. 

 

if you are using desktop software, go to forms and check the 1040 and compare lines 5A & 5B. Also check to see if you checked the box in your 1099R entry indicating this is an IRA.

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