- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You enter the 1099-R *exactly* as it is. If there is an amount in box 2a, then it must be entered. In most cases, that is the taxable amount. If there is a "basis" in the account that makes the taxable amount different, the the follow-up questions in TurboTax will handle that situation.
This is a year old post and many changes have taken place in the interview since.
This is a year old post and many changes have taken place in the interview since.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
May 31, 2019
5:03 PM