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Cliff_Thurber
Level 2
March 9, 2025
Question

1099-R’s that are partly taxable are not handled properly

  • March 9, 2025
  • 1 reply
  • 11 views

I have two 1099-R’s that are mostly non-taxable but partly taxable. I enter the proper information into TurboTax but TurboTax fails to compute the tax on the taxable portion, treating it all as non-taxable. Please fix this Intuit!!

 

I have been a TurboTax user all the way back to when it was Mac-in-Tax. This is the worst problem I have ever encountered.

 

PLEASE FIX THIS!

 

    1 reply

    D
    dmertz
    Level 15
    March 9, 2025

    Given correct entries, TurboTax will correctly determine the taxable amount of these distributions.

     

    What is the code in box 7 of these Forms 1099-R?  Is the IRA/SEP/SIMPLE box marked?

    If the IRA/SEP/SIMPLE box is not marked, is the taxable portion shown in box 2a of the Forms 1099-R?

     

    If the IRA/SEP/SIMPLE box is marked, it would seem that you have not entered your year-end balance in traditional IRAs that is needed to prepare Form 8606 correctly.

    C
    Cliff_ThurberAuthor
    Level 2
    March 10, 2025

    Can you please tell me where to enter the year-end balances in IRAs? I can't find any clues.

    C
    Cliff_ThurberAuthor
    Level 2
    March 10, 2025

    The answer apparently - IRA Info Wks.

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