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Returning Member
posted Apr 17, 2021 12:21:35 PM

Error on Line 2a of a 1099-R

On my wife's state 1099-R I got an error on Line 2a . Line 1 Gross Income is not the same as Taxable Amount Line 2a . TurboTax deducted Line 5 Employee contributions from Line 2a. If you add the 2 lines you come up with the total on Line. I can't file my taxes because TurboTax thinks that line 2a should be the same as line 1. How do I fix this?

0 4 314
4 Replies
Level 15
Apr 17, 2021 12:26:18 PM

What is in box 2a on the actual 1099-R.

 

Is box 2b (not determined) checked?

What code is in box 7?

Returning Member
Apr 17, 2021 1:04:03 PM

Line 7 was the problem. I accidentally checked 6 instead of 7. What is 6? It cut my refund in half. **bleep** 

Returning Member
Apr 17, 2021 1:05:06 PM

Thanks for your help.

Level 15
Apr 17, 2021 1:22:34 PM

Box 6. Net Unrealized Appreciation (NUA) in Employer's Securities.

 

Rarely used.