Can't e-file due to error regarding Substitute 1099R

Forum|Forum|6 years ago
April 3, 2020
11 replies
54 views

The program presents an error preventing submitting the return electronically related to 1099R/4852 substitute forms. It references line 10b, 2018 Federal carryover worksheet not having an amount. In forms it says that is for Coverdell ESAs. How do I correct this?

Best answer by macuser_22

If box 2a is zero then it is not taxable. Why do you need a substitute 1099-R. The taxable amount on the 1040 form line 4b or 4d should be ze

However, the error that you get would appear to have noting to do with a 1099-R at all.

If you had a 2018 excess ESA contribution on your 2018 tax return and it carried to 2019 then that is not related to a 1099-R.

If this was a Traditional IRA distribution (the IRA/SEP/SIMPLE box checked) then box 2a is REQUIRED by law to be the same as box 1.

You account for prior after-tax contriEnter 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 left side) 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.

[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.]

You will be asked of you had and tracked non-deductible contributions - say yes. The enter the amount from the last filed 8606 form line 14 if it did not transfer. Then enter the total value of any Traditional, SEP and SIMPLE IRA accounts that existed on December 31, 2019.

That will produce a new 8606 form with the taxable amount calculated on lines 6-15 and the remaining carry-forward basis on line 14. butions in the interview.

macuser_22

Alumni - Champ

Why do you think you need a substitute 1099-R? What are you trying to do?

What are you entering?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

jedi_njAuthor

Level 2

Could not get a 1099R with correct information in taxable amount.

macuser_22

Alumni - Champ

What is the 1099-R for?

What code is in box 7?

What is in box 2a?

Why is the taxable amount incorrect?

If you think the 1099-R you received is wrong have you talked to the issuer?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**