Pension Plan 1099-R Taxable Amount

3 replies
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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.

DaveF1006

Alumni - Intuit

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

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HBMAuthor

Level 2

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

HBMAuthor

Level 2

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

Pension Plan 1099-R Taxable Amount

3 replies

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