dmertz
Level 15

Retirement tax questions

Ah, I think I see.  It sounds to me as though each distribution line represents a separate Form 1099-R which must be entered into TurboTax as a separate From 1099-R, two Forms 1099-R for the surviving spouse, one with code 7 for a distribution to the surviving spouse as owner, and a second one for a distribution to the surviving spouse as beneficiary of the deceased's spouse's account.  The other page with one line showing code 7 represents a distribution to the deceased spouse prior to death.

Any of these lines that have the IRA/SEP/SIMPLE box (or column, perhaps) marked is a distribution from a traditional IRA and should appear on Form 1040A line 11, with the taxable amount on line 11b.  If any of these do not have the IRA/SEP/SIMPLE box marked, it represents a distribution from a retirement account other than an IRA and should appear on Form 1040A line 12 with the taxable amount on line 12b.

If less than the expected amount is appearing on Form 1040A line 11b, check to see if a Form 8606 is being generated to calculate the taxable amount of a traditonal IRA distribution when the account owner has made nondeductible contributions to their traditional IRA.

Note that this is a public forum and much of the help comes from other users like myself.