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posted Jul 11, 2020 1:38:31 PM

why is gross income (Box1) from 1099-r listed in the income section rather than taxable income (2a)

Why is gross income (Box 1) on the 1099-R listed in the income section rather than taxable income(Box2a)

 

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2 Replies
Level 15
Jul 11, 2020 1:42:42 PM

Yes it does that.  Ignore the review and summary screens.  Make sure the real 1040 return is right.

Level 15
Jul 11, 2020 1:49:37 PM

You have to enter the 1099R exactly as shown.  The gross amount will go to 1040 line 4a or 4c and the taxable amount is on 4b or 4d.