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HBM
Level 1

Pension Plan 1099-R Taxable Amount

Box 2a is blank, Box 2b checked, TT is reducing the taxable amount from box 1. Accordingly to HELP, the full amount should be taxable and that is correct. How do I get TT to include all of Box 1 is their calculations.

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3 Replies
DaveF1006
Employee Tax Expert

Pension Plan 1099-R Taxable Amount

Enter the same amount in box 2 in box 2a if you are certain that this amount should be taxable.

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HBM
Level 1

Pension Plan 1099-R Taxable Amount

Unfortunately, TT continues to reduce the taxable amount whether I include the full amount in box 2a or not. It doesn't override.

HBM
Level 1

Pension Plan 1099-R Taxable Amount

I deleted the 1099-R and started over. It now is reporting properly.

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