topic 1099-R Annuity Question Confusion in Investors & landlords

1099-R Annuity Question Confusion

Basenji — Tue, 03 Mar 2026 18:25:57 GMT

Have TT Deluxe installed on Windows11.

Entering 1099-R data, towards end of entry TT determines it needs to ask more questions. One of which is this one:

Annuity Information:

For the years XXXX received these distributions, was the total amount shown in the form the amount you paid tax on?

Total amount taxable: Yes No

Which Box on the form is TT asking about? Box 1 (Gross Distribution)? or Box 2a (Taxable Amount)? There are values in both. TT is not clear on what constitutes Total Amount.

Thanks!

Re: 1099-R Annuity Question Confusion

SteamTrain — Tue, 03 Mar 2026 18:34:49 GMT

@Basenji

They messed up the question....

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES).

Answering YES will use the box 2a $$ amount on your for 1040. Check lines 5a and 5b before and after entering that 1099-R.

(But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though)

___________________________

Re: 1099-R Annuity Question Confusion

Basenji — Tue, 03 Mar 2026 22:17:09 GMT

Thank you for the reply.

If I could ask 1 more question. . . Is there a way to move this question to the Retirement and Income Group instead of it being in the Investors and Landlords group?

Thank you again for your time. Sincerely appreciate it.

Re: 1099-R Annuity Question Confusion

SteamTrain — Wed, 04 Mar 2026 00:34:12 GMT

@Basenji

Forum helpers labelled as CHAMPs, sued to be able to move the questions, but I don't know if they can anymore. I'm not one of them.