1099R

[rjs]

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@joho3 wrote:

I have an amount on Line 2b and Line 7 which I think is correct.

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@joho3 

The amount on line 2b of the Form 1099-R Summary probably has something to do with the problem. Line 2b is for a disaster distribution. You didn't say anything before about a disaster distribution. Did you take the distribution because of a federally declared disaster?

Line 7 of the Form 1099-R Summary is related to an inherited IRA. You also didn't say anything before about an inherited IRA. A distribution from an inherited IRA should not have a distribution code of 7.

You may have answered a question incorrectly. Go back through the entire 1099-R interview again and carefully check your answers. Be sure to continue through all the questions until you get back to "Your 2025 Income Summary."

[VolvoGirl]

And some things to know…..

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go' through and answer them all again.   So be sure to go all the way to the end of the 1099R section.  They are right unless you go back.

If you are looking at an income summary screen or review screen those show all the full amounts as income and lump a lot of stuff together. You need to check the actual 1040 line 4b or 5b and make sure it's right.

[joho3]

I am sorry but your response makes no sense ..box 2b is "taxable amount not determined" and box 7 is distribution code which in my case is a 7 (normal distribution).  It is not a disaster nor is it an inherited IRA. These two sections are normal to be filled out on a 1099r for a normal distribution.

[joho3]

The strange thing is the 1099R form shows the amount as being all taxable which is correct but it does not come through on the front of the return.  I have entered and deleted the entry several times going through all the questions.  I have checked the front of the return. I will call turbotax..thank you

[rjs]

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@joho3 wrote:

I am sorry but your response makes no sense ..box 2b is "taxable amount not determined" and box 7 is distribution code which in my case is a 7 (normal distribution).

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@joho3 

I asked you to look at the Form 1099-R Summary, not the Form 1099-R. The Form 1099-R Summary is a separate worksheet in TurboTax that collects totals from all the 1099-R forms. The heading at the top is "Form 1099-R Summary," When you said "I have an amount on Line 2b and Line 7" I thought you were replying  to my questions about the Form 1099-R Summary. It might not help at this point, but just for the heck of it, please take a look at the Form 1099-R Summary. Here's what I wrote yesterday, above.

"Look at the Form 1099-R Summary in forms mode. Unless there's something you haven't told us, the amount of the distribution should be on lines 1, 2, 5, 8, and 10, and there shouldn't be anything else on the form. If there's anything on any other line, tell us what it is."

However, what you hadn't told us yesterday was that you also have a pension. So your Form 1099-R summary will look somewhat different from what I expected, because it will also include the pension. It might help if you tell us the exact amounts on each line of the Form 1099-R Summary that has an entry, instead of just "an amount." Also, please do double-check for overrides on the Form 1099-R Summary.