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Retirement tax questions
I meant to say 16 - typo - I corrected it.
If box 2a is zero and code G in box 7, the box 2b and IRA/SEP/SIMPLE boxes NOT checked and the two Roth questions answered NO then I know of no way that will be taxable.
I suggest that you switch to the forms mode to delete the 1099-R form and then re-enter in the interview to make sure that something is not "stuck" on the form.
In the forms mode, select the 1099-R in the forms column and use the remove (delete) form button.
If box 2a is zero and code G in box 7, the box 2b and IRA/SEP/SIMPLE boxes NOT checked and the two Roth questions answered NO then I know of no way that will be taxable.
I suggest that you switch to the forms mode to delete the 1099-R form and then re-enter in the interview to make sure that something is not "stuck" on the form.
In the forms mode, select the 1099-R in the forms column and use the remove (delete) form button.
**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.**
‎June 11, 2019
10:03 AM