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1099-R,
I did a backdoor Roth IRA last year using after tax money from my 401K. I received a 1099R form showing $9,461 in Box 1 (gross distribution) and $ 655 in Box 2a (the taxable amount). Later in reviewing the entries in a summary table, Turbo Tax is showing in the pensions and annuities section the total $9461 and taxable as $1310 or twice what I entered. Any idea why and how to correct? I honestly don't know what it is doing internally, but I could be getting overcharged.
Thanks.
RL
March 10, 2020
8:28 PM