dmertz
Level 15

Retirement tax questions

2015 or 2016 TurboTax had a problem dealing with a combination of code B Form 1099-R and other Forms 1099-R, particularly those with code G, but that was resolved back then.  Perhaps a similar problem has surfaced.  However, I've been unable to reproduce the problem with 2019 TurboTax; any code H Form 1099-R I enter has the box 1 amount included on Form 1040 line 4c but excluded from line 4d.  It might have something to do with the order of entry of these Forms 1099-R.

 

I can make TurboTax misbehave if I enter a nonzero (erroneous) taxable amount in box 2a of the code H Form 1099-R, but it causes TurboTax to erroneously reduce the taxable amount of the other distribution (messing up line 32a of the Form 1099-R Summary).