Re: Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

I took a distribution from the annuity and my contributions were post tax and I just want to pay taxes on the taxable amount

posted

It is a better idea to get a corrected 1099-R. The information you provide must match the form. The IRS will scrutinize your return looking for discrepancies.

Was the entire annuity surrendered?

Is box 2b Taxable amount not determined marked on the Form 1099-R?

Is a taxable amount shown in box 2a that is different from the amount in box 1?

Will TurboTax software let me report excess contributions to my Roth IRA in 2023 that I withdrew (along with earnings) in 2024? I won't get a 1099R showing this until '25

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Get more help

Do you have a TurboTax Online account?

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Do you have an Intuit account?

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Can I enter a value for my contributions in Block 5 of 1099-R if its left blank

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert