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posted Mar 12, 2025 8:51:49 PM

IRA 1099R forms - Turbo is counting one non-taxable although it is taxable. HELP

I enter 3 different 1099 R forms from 3 different IRA sources. I downloaded the forms from Fidelity. The sum of all three add up to a little over my RMD.  In the income section, my 1099R is marked as non-taxable. I love the situation but it is incorrect. Whatever I do, it is counted as non-taxable. What gives????? Is Turbo not calculating multiple forms right?

My wife also has one 1099R form. My wife's 1099R is correctly shown as taxable.

 

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