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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
‎February 20, 2023
6:05 AM