Retirement tax questions


@Devine1 wrote:

I removed 0 from 9a.  But it still shows the withdrawal amount as the rollover amount.  I entered as shown exactly on 1099-R.  What am I doing wrong here?


Exactly where are you seeing that?

 

Look at the 1040 line 4c and 4d.   The box 1 amount should be on 4c and blank or zero on the taxable amount 4d with the word ROLLOVER next to it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**