sandyddd
New Member

The taxable amount coming from my 1099-Ret is incorrect. Box 1 is for my Gross Distribution while Box 2 is for my Taxable Income. In the end I am being taxed on Box 1

I have tried competitors software and I get the result I expected.  This error came to light because my distributions and expenses haven't materially changed from 2018, yet my taxes went from a refund to a substantial payment.  When I change the Gross Distribution in Box 1 to the taxable amount (Box 2a), it results in  the proper taxes due.  Am I missing something here, or has anyone else had this issue?  I have used TurboTax for several years but I can't use it with this mistake.