@joho3 wrote:
I have an amount on Line 2b and Line 7 which I think is correct.
@joho3
The amount on line 2b of the Form 1099-R Summary probably has something to do with the problem. Line 2b is for a disaster distribution. You didn't say anything before about a disaster distribution. Did you take the distribution because of a federally declared disaster?
Line 7 of the Form 1099-R Summary is related to an inherited IRA. You also didn't say anything before about an inherited IRA. A distribution from an inherited IRA should not have a distribution code of 7.
You may have answered a question incorrectly. Go back through the entire 1099-R interview again and carefully check your answers. Be sure to continue through all the questions until you get back to "Your 2025 Income Summary."
