Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
dwright1
New Member

1099-R (federal retirement) box 1 gross vs box 2a taxable amount. Turbo tax uses the Box 1 amount instead of the taxable (2a) amount. Why is this?

 
1 Reply
Coleen3
Intuit Alumni

1099-R (federal retirement) box 1 gross vs box 2a taxable amount. Turbo tax uses the Box 1 amount instead of the taxable (2a) amount. Why is this?

Look at your 1040 and see how it is shown on the actual return rather than how this format shows it. Line 15/16a will show the total amount and 15/16b will show what is taxable.

  • Go to My Account
  • Tools
  • View Tax Summary
  • Preview my 1040

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.46m
Members

2.57m
Discussions

Manage cookies
v