turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

1099-R

Why does Turbotax calculate my tax on box 1 in 1099-R and not based on box 2a?

 

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
JamesG1
Expert Alumni

1099-R

During the entry of the 1099-R, at the screen Describe the Taxable Amount, did you click: 

  • Yes, the amount in box 2a was used as the taxable amount, or
  • No, a different amount was taxable?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

1099-R

What is the code in box 7?

Is the IRA/SEP/SIMPLE box checked?

Is the box 2b (not determined) checked?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies