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Retirement tax questions
Don't get me wrong. I totally trust, no pun intended, that the 1099-R income be entered as Other Income. However, I use Turbotax so I don't have to search the internet and these forums to find out where to enter stuff. I expect that it anticipates these relatively common situations and leads me through it.
If I had not had a previous year's tax return prepared by an accountant that had a non-zero entry for trust income, I would have totally missed this and went on my merry way, not entering the 1099-R Box 2a amount as other income.
‎February 16, 2020
1:12 PM