topic 1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked? in Retirement tax questions

1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, the feature is blocked?

shopmbs — Mon, 23 Feb 2026 13:22:46 GMT

Re: 1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, th...

DanaB27 — Sat, 04 Feb 2023 20:48:21 GMT

Can you please provide more details about your distribution? What is your code in box 7? To confirm this was a distribution from an IRA? Depending on how you are answering the follow-up question the income might not be taxable (for example a rollover).

Re: 1099-R, line 2a taxable amount not transferring to form 1040, line 4b. How can I override, th...

shopmbs — Sat, 04 Feb 2023 21:05:16 GMT

Thanks, it was the follow-up questions that were blocking this from being processed. Everything was coded correctly, I did not answer the total value of IRA questions, and that was the problem. Thank you for the quick response.