ramdisk
New Member

Retirement tax questions

I am still confused as to why TT did not mark this as an issue, I even went back and entered into TT just like it is on the form again as an amended return and it still didnt ask any additional question or give details that I needed to enter something in 2b even though its blank on the form sent by the financial institution.  Since the same value is in box 5 as box 1, it looks like it is taking the difference (which is 0) as the number for taxable income for the form.  The SSN is my wife's who received the dibursement after her grandmother's death. 

Again, really confused why TT did not flag this if I should have had something in box 2a even if it was blank on the form sent by the financial institution.