1099R does not show the rollover portion of my distribution as shown on my Substitute 5498 were can this be entered?

[Carl]

Enter the 1098-R in the program *EXACTLY* as printed. THen (and this is important) you must pay attention to detail on the screens that will follow. The small print matters, big time.

[macuser_22]

A 5498 is information only.

[tullsdogs]

1099R box 2b taxable amount not determined is checked. I know the taxable amount but don't know where to record it?

[tullsdogs]

1099R box 2b taxable amount not determined is checked. I know the taxable amount but don't know where to record it?

[Carl]

Again, enter the 1099-R *EXACTLY* as printed. The pay attention to detail on the screens that will follow.

[macuser_22 · Accepted solution]

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

If this was a rollover or conversion, answer the question that you moved the money to another retirement account (can be the same account). The screen will open up with choices of where it was moved.  Or say a combination of things if a partial rollover.


[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

It will show as income on the summary screen which shows gross income, not taxable income.

The income will be reported on line 15a or 16a on the 1040 form (depending on the type of account) with the word “ROLLOVER” next to it if it was a rollover.

The taxable amount will go on line 15b or 16b.  In the case of a rollover, that amount will be zero