dmertz
Level 15

Retirement tax questions

Yes, generally it's includible in federal income on 2018 Form 1040 line 4b.

 

What was the amount entered in box 2a of the 2018 Form 1099-R provided by the payer?

Was box 2b Taxable amount not determined marked?

Did you enter the amount from box 2a of the 2018 Form 1099-R into box 2a of TurboTax's 1099-R form?

Is there any notation on your 2018 Form 1040 next to line 4b such as ROLLOVER or PSO?

If box 2b Taxable amount not determined was not marked, did you mistakenly tell TurboTax to use the Simplified Method to calculate the taxable amount?