Retirement tax questions

@renneberg 

 

Unfortunately, the question in the interview is misleading for your situation...

 

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES).  

 

Answering YES will use the box 2a $$ amount on your for 1040.  Check lines 5a and 5b before and after entering that 1099-R.

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1099R_Box2a_text.png

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

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