- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank you so much for this... very helpful. I'm creating the 1099-R in Turbo Tax, but just noticed something odd in the distribution.
I over-contributed $832 in 2022 and reversed the full amount $832 in 2023. When I reviewed the broker's distribution it was for $829.92 or $2.08 short. When I called they said the deduction of $2.08 is for NIA.
As construct the 1099-R in Turbo Tax, I assume line 1 will be the $829.92. Which line of the 1099-R would the $2.08 be listed for NIA?
‎April 15, 2023
10:04 AM