You will go back and EDIT your 1099R in your Federal return.
Go through the questions until you get to:
Verify Box 2a and Box 2b: Taxable Amount Not Determined
Describe the Taxable amount: No, a different amount was taxable.
Tell Us the Taxable Amount Method: Simplified method or General rule
You will go back and EDIT your 1099R in your Federal return.
Go through the questions until you get to:
Verify Box 2a and Box 2b: Taxable Amount Not Determined
Describe the Taxable amount: No, a different amount was taxable.
Tell Us the Taxable Amount Method: Simplified method or General rule
I did all that. However, I never saw a Box 2b. TT still uses the total distribution amt, not the taxable amt from the simplified worksheet.
On the AR state return where it figures the taxable pension amt for line 18B, it incorrectly uses the gross distribution amount for both gross and taxable, not the taxable amount from the Federal 1040 line 4b.
You could try to go back to the federal return and delete that 1099R and try entering it again.
Simplified Method Worksheet correctly figures taxable amount for federal. However, Arkansas state Pension and Annuity Worksheet and form AR-RET put the gross distribution amount on the taxable distribution lines (instead of the amount from the Simplified Method Worksheet). Retired on permanent disability, but now past the MRA. I have deleted and reentered several times with the same results. This appears to be a TurboTax error.