The total distribution box is checked on both my rollovers and for taxable amount in box 2a. the amount is “0.00” on both 1099-r’s. I can confirm it does indeed say they are my 1099-r’s and not my husbands. Line 5a is correct with $107,000 which includes the sum of my 2 rollovers and my husband’s distributions he was actively taking, line 5b is incorrect it should be subtracting my 2-rollovers of say $30,000 from the $107,000.00 leaving the taxable amount as $77,000 because that’s the only amount that should be taxable and is the total of my husbands distributions. But instead it’s carrying it right over to line 5b on the 1040 and consequently affecting my state return as well because that’s auto populating the information from the 1040 I think. So I’m getting taxed federally and from state on $30k of money I never received I just rolled over. I did try and amend this return with 2 different turbo tax experts and each time we start in the beginning and go through each section starting from personal and going forward till we get to 1099-R section and have deleted the entries and started brand new and either way it does not change the amounts from what was originally filed. A side by side comparison looks like I made no changes and continues to tax the full amount of distributions. I have also called and am waiting for a call back from the company who issued the 1099R to figure out if something is wrong on the form itself. This issue was escalated on turbo taxes end and I’m waiting to hear back. No one can seem to understand why it’s doing what it’s doing we even (me and TT agent) tried changing things against the 1099-R and it still didn’t make a difference. What gives??? I’m stumped so are they
