janbetke
New Member

Retirement tax questions

Thanks for the responses.   I checked, and did not mark that it was a rollover.  Box 7 has a 7 code and yes the IRA/SEP/SIMPLE box is checked.  Also the 2b taxable amount not determined is check but 2a shows taxable amount which is the same as 1 (gross distribution).    If I uncheck 2b and/or remove the amount on 2a, nothing changes or recalculates on the return.  I would LOVE to file this with no taxable distribution on the 1040 but I believe this is wrong and would eventually catch up with me.  I could file this way because the return is showing "no errors".  Thanks for your help.  I tried to figure out who to contact at turbo tax but cant find any way to do this.