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portia81
Level 2

How can I get Turbo Tax to use Box 2a Taxable Amount instead of Box 1 the gross amount in my 1099R (G)?

How can I get Turbo Tax to use Box 2a "taxable amount" of my annuity instead of Box 1 "gross amount" from my 1099R (G)?  Last year (and years before that) Turbo Tax used Box 2a, but not this year.  Thanks for your help!
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Texas Roger
Level 15

How can I get Turbo Tax to use Box 2a Taxable Amount instead of Box 1 the gross amount in my 1099R (G)?

The gross amount will be entered on the summary sheet but the taxable amount will be entered on your form 1040 on line 4b. Check to see if it is correctly entered on line 4b.

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1 Reply
Texas Roger
Level 15

How can I get Turbo Tax to use Box 2a Taxable Amount instead of Box 1 the gross amount in my 1099R (G)?

The gross amount will be entered on the summary sheet but the taxable amount will be entered on your form 1040 on line 4b. Check to see if it is correctly entered on line 4b.

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