Aloneintheworld
Returning Member

Retirement tax questions

That was my question to the community.  I beg to differ on your solution.  Turbo Tax does not automatically transfer the information in box 2a on your 1099 R to line 4a on your 1040-SR, and there is the problem for me.  Turbo Tax transfers the larger amount in box 1, 1099 R, not the taxable amount in box 2a. I have reviewed the 1099 R every which way with the same result.  I am not a rookie, I have been using TT for 12 years and this has never happened.  Help