1099-R pension: TT asks if I paid tax on the "total amount." My form has gross & taxable amounts already computed by simplified method. Does "total" mean "taxable" here?

[jmmaccione]

If it means "gross" amount, TT asks for info I don't have and recomputes the taxable amount to be an obviously wrong number.

[SteamTrain · Accepted solution]

@jmmaccione 

Unfortunately, the question in the interview is misleading for your situation...

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES).  

Answering YES will use the box 2a $$ amount on your for 1040.  Check lines 5a and 5b before and after entering that 1099-R. 

(But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though)

__________________________