Retirement tax questions

macuser_22 · ‎October 16, 2019

I don't see any problem.

Here are my results with a 2018 1099-R for a $10,000 distribution with $4,000 rolled over.

The total box 1 amount of $10,000 is on the 1040 line 4a and the taxable amount of $6,000 is on the 1040 line 4b just as it should be with the word ROLLOVER next to it that indicates the difference ($4,000) was rolled over.

What do you see that is different?

?

**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.**