MelindaS1
Employee Tax Expert

Retirement tax questions

If this is a rollover from a 401k to a traditional IRA with a partial taxable distribution, see if code G is listed in box 7. If so, you will enter that code and the software will calculate this automatically. 

 

I believe you're looking at a worksheet called "1099R Summary." Can you instead share the amounts that are showing on Lines 5a and 5b (or 4a/4b if an IRA) on Form 1040? Thank you.

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