Roger in NY
Returning Member

Retirement tax questions

TURBOTAX has insurmountable error

It assumes that all 1099-R entries are of the same character

they may NOT BE

some are taxable for the states, some are not

and yet, the worksheet assumes that they are all either one or the other.

it does NOT ALOW me to show some as taxable and some as not, because the identification happens when the WS is opened. The form then assumes that the identification as taxable is for the full amount.

IT is NOT a binary issue. 

Is anyone at TURBOTAX listening? Issuer of 1099-r MUST SHOW all entries as one sum as per IRS, on one 1099-R. But tax treatment may vary for different parts of the sum, which the WS does not PROVIDE for.