topic Pension Plan 1099-R Taxable Amount in Retirement tax questions

Pension Plan 1099-R Taxable Amount

HBM — Fri, 07 Feb 2020 00:42:16 GMT

Box 2a is blank, Box 2b checked, TT is reducing the taxable amount from box 1. Accordingly to HELP, the full amount should be taxable and that is correct. How do I get TT to include all of Box 1 is their calculations.

Re: Pension Plan 1099-R Taxable Amount

DaveF1006 — Fri, 07 Feb 2020 02:18:36 GMT

Enter the same amount in box 2 in box 2a if you are certain that this amount should be taxable.

Re: Pension Plan 1099-R Taxable Amount

HBM — Thu, 20 Feb 2020 00:36:19 GMT

Unfortunately, TT continues to reduce the taxable amount whether I include the full amount in box 2a or not. It doesn't override.

Re: Pension Plan 1099-R Taxable Amount

HBM — Thu, 20 Feb 2020 01:46:57 GMT

I deleted the 1099-R and started over. It now is reporting properly.