BillM223
Expert Alumni

Retirement tax questions

@Eagleonfinal

 

Are you saying that the amount in boxes 1 and 2a are the same, yet you rolled over part of the distribution to an IRA or other proper retirement account?

 

This would suggest that the issuer of the 1099-R was unaware that part of this distribution would be a rollover (and I can see how that would be possible).

 

Try going through the screens after the 1099-R and entering that part of the distribution was a rollover and see if that reduces the taxable amount.

 

Worst case is to split the 1099-R into two 1099-Rs, one with only the rollover portion and the other for the rest of the distribution.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"