GS-Oregon
New Member

1099-R. Insurance product matured - 1099-R received. Rolled 100% into new product. TT says not taxable but it still seems to include as taxable income. Any guidance?

TT, through a couple of questions, indicates this is not taxable, however it is still impacting my taxes owed calc.  Only if I set box 2A = 0 does it fix the issue.  Maybe I'm doing something wrong?