1099-R I've entered the 1099-R's but they are not flowing into my 1040, so the tax owed is under what it should be

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TurboTax Premier Mac

Alumni - Champ

If the taxable amount is not on line 11b on the 1040A or 15b on the 1040 form then go back to the 1099-R interview and be sure that all questions were answered, including additional questions after the 1099-R summary screen.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

T

Texas Roger

Level 15

Did you enter the 1099-R in the 1099-R section? Did you answer all the follow up questions after entering it? Did you roll over the entire distribution?

macuser_22

Alumni - Champ

What code is in box 7?
Is the IRA/SEP/SIMPLE box box checked?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

P

p1leakuAuthor

Level 2

The code in Box 7 is 7. IRA/SEP/I\SIMPLE Box is checked. Yes it was entered into the 1099-$ section. The entire amount is RMD, but the account is not still open

macuser_22

Answer

Alumni - Champ

If the taxable amount is not on line 11b on the 1040A or 15b on the 1040 form then go back to the 1099-R interview and be sure that all questions were answered, including additional questions after the 1099-R summary screen.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**