Retirement tax questions

Well, the box 2a amount will be the taxable amount on line 4b of the form 1040. (plus the taxable amount of any other IRA 1099-R forms you entered)

 

And as long as the exact same box 4 value is in "Software's" box 4 entry for that 1099-R form, then you most certainly got Federal credit for having paid it.  Of course, the 10% withheld may have been less than the eventual tax applied, based on your total income...so you may still owe the difference.  Like, if your income is already in the 22% tax bracket, you'll owe another  12% on the 2a value......or even more if you are in a higher tax bracket.

 

Just make sure the box 1, 2a, and 4 values on your paper form are the same as what you see on the software's 1099-R form for that Payer.

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Still don't trust it? then delete that 1099-R form entirely, and re-enter it entirely manually.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*