@joho3 wrote:
I am sorry but your response makes no sense ..box 2b is "taxable amount not determined" and box 7 is distribution code which in my case is a 7 (normal distribution).
@joho3
I asked you to look at the Form 1099-R Summary, not the Form 1099-R. The Form 1099-R Summary is a separate worksheet in TurboTax that collects totals from all the 1099-R forms. The heading at the top is "Form 1099-R Summary," When you said "I have an amount on Line 2b and Line 7" I thought you were replying to my questions about the Form 1099-R Summary. It might not help at this point, but just for the heck of it, please take a look at the Form 1099-R Summary. Here's what I wrote yesterday, above.
"Look at the Form 1099-R Summary in forms mode. Unless there's something you haven't told us, the amount of the distribution should be on lines 1, 2, 5, 8, and 10, and there shouldn't be anything else on the form. If there's anything on any other line, tell us what it is."
However, what you hadn't told us yesterday was that you also have a pension. So your Form 1099-R summary will look somewhat different from what I expected, because it will also include the pension. It might help if you tell us the exact amounts on each line of the Form 1099-R Summary that has an entry, instead of just "an amount." Also, please do double-check for overrides on the Form 1099-R Summary.
