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H
HBM
Level 2
February 7, 2020
Question

Pension Plan 1099-R Taxable Amount

  • February 7, 2020
  • 1 reply
  • 0 views

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.

    1 reply

    DaveF1006
    DaveF1006
    Level 15
    February 7, 2020

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

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      H
      HBMAuthor
      Level 2
      February 20, 2020

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

      H
      HBMAuthor
      Level 2
      February 20, 2020

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

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