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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.
‎June 7, 2019
4:54 PM