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arnoldbh
New Member

In step-by-step method, I entered a number into box 9b of CSA Form 1099R. When I reviewed the Forms method,that number had been placed in box 5 of CSA Form 1099R.

 
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2 Replies
DianeC958
Expert Alumni

In step-by-step method, I entered a number into box 9b of CSA Form 1099R. When I reviewed the Forms method,that number had been placed in box 5 of CSA Form 1099R.

Box 9b and box 5 are the contributions that an employee made so they are not taxable.

 

If you are looking at the 1099R in the forms mode this information is used to calculate the tax that actual form you are looking at does not go to the IRS.

 

If the program is not taxing the employee contributions then you are good to go.

 

 

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arnoldbh
New Member

In step-by-step method, I entered a number into box 9b of CSA Form 1099R. When I reviewed the Forms method,that number had been placed in box 5 of CSA Form 1099R.

This is a programming error in TT and I respectfully suggest that it be corrected. 

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