topic Re: 1099R in Get your taxes done using TurboTax

1099R

Goo2 — Sat, 10 Apr 2021 22:08:28 GMT

I have 2 1099 R

One is for the money I received from my pension that was rolled over to a 403B. No taxes were taken out.

The other one is for money I withdrew from my 403B - taxes WERE taken out of this .

It looks like turbo tax added these together ?

Can someone help mw?

Re: 1099R

VolvoGirl — Sat, 10 Apr 2021 22:11:26 GMT

It might be ok. If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right. Check 1040 line 5a and 5b. It should say Rollover by 5b.

Before filing, You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

Re: 1099R

Goo2 — Sat, 10 Apr 2021 23:12:20 GMT

Yep! It does. Thank you so much ! 🙂