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shopmbs
New Member

1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked?

 
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2 Replies
DanaB27
Expert Alumni

1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked?

Can you please provide more details about your distribution? What is your code in box 7? To confirm this was a distribution from an IRA? Depending on how you are answering the follow-up question the income might not be taxable (for example a rollover).

 

 

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shopmbs
New Member

1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked?

Thanks, it was the follow-up questions that were blocking this from being processed. Everything was coded correctly, I did not answer the total value of IRA questions, and that was the problem. Thank you for the quick response.

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