Retirement tax questions
@mesquitebean I'm pretty sure I have the answer. The problem is apparently due to a massive error in the follow-up questions, that TTX hasn't fixed yet...or refuses to admit they screwed up.
Unfortunately, the question in the interview, just before it DUMPED you into the Simplified vs General procedure, 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 $$ amount on your for 1040. Check lines 5a and 5b before and after entering that 1099-R.
(But if you answered No, and already entered some date or $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though).
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