1099-R

[bigspencewi]

On form 1099-R my gross distribution in Box 1 is $20,549 and Box 2A my taxable amount is $19,598. The program keeps using my Box 1 amount not box 2A as checked.

[RachelW33]

Depending on the type of Form 1099-R distribution, it should be reported on your federal return as follows:

• IRA Distributions: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 4a and the taxable amount from 1099-R Box 2a is reported on Line 4b
• Pensions & Annuities: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 5a and the taxable amount from 1099-R Box 2a is reported on Line 5b

If that is not the case on your Form 1040, please respond back so that we can assist you further.