1099-R’s that are partly taxable are not handled properly

[Cliff_Thurber]

I have two 1099-R’s that are mostly non-taxable but partly taxable. I enter the proper information into TurboTax but TurboTax fails to compute the tax on the taxable portion, treating it all as non-taxable. Please fix this Intuit!!

I have been a TurboTax user all the way back to when it was Mac-in-Tax. This is the worst problem I have ever encountered.

PLEASE FIX THIS!

[dmertz]

Given correct entries, TurboTax will correctly determine the taxable amount of these distributions.

What is the code in box 7 of these Forms 1099-R?  Is the IRA/SEP/SIMPLE box marked?

If the IRA/SEP/SIMPLE box is not marked, is the taxable portion shown in box 2a of the Forms 1099-R?

If the IRA/SEP/SIMPLE box is marked, it would seem that you have not entered your year-end balance in traditional IRAs that is needed to prepare Form 8606 correctly.