i think the issue is simpler than you state, but i do think there is an issue/
I dummied a tax return with a number of 1099-Rs already loaded. I used '7' - normal distribution code.
but when i added an additional 1009R with a code H assuming $10,000 of gross distribution and zero for taxable, line 4c on form 1040 correctly added $10,000 but line 4d added $19,001 - since this is a rollover, there should be no taxable impact. TT never asked me the question, 'what did you do with the money'.
I replicated the issue with just the code H -
I did separately change the H to a B and I got the question, what did i do with the money. it never asked me for a date; TT didn't charge tax on this distribution, which is correct (other than it didn't ask about the 5 year rule)
so it looks like the issue is with Code H.
suggest calling TT on Monday - maybe the moderator will see this??????
