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Level 2
posted Jun 1, 2019 10:01:42 AM

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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1 Best answer
Level 15
Jun 1, 2019 10:01:44 AM

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.

1 Replies
Level 15
Jun 1, 2019 10:01:44 AM

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.