Fill Out 1099R for a QDRO 401k withdrawl

[clairekoobs]

I have a QDRO 401k I took money out of in 2018. I did pay the federal tax on it at the time of the withdrawal. So Box 4 is the tax amount I already paid, and the Distribution Code is 2 since the QDRO is exempt from the early withdrawal penalty. Should Box 1 and Box 2a be the same amount? If I took out $10k plus $5k for federal tax should both boxes be $15k total? And should I be putting anything in the other boxes?

[NCperson]

best advise is type the information from the form into Turbo Tax EXACTLY as its on the form ; if the other boxes are blank, leave them blank...don't over think it! 

Assuming the cost basis is zero, you in effect received $15,000 and had $5,000 withheld for taxes.  I'd expect both boxes 1a and 2 to be the same - $15,000

[Hubie]

I have a similar situation. I have a QDRO 1099-r, but Turbo Tax indicates no tax is due. Recipient is less than 59 1/2 and receiving a share of EX's retirement fund. 1099-r was entered a received. I expected to pay tax. Can this be right?

[NCperson]

did you receive the cash or did you roll it to your own IRA?

What is the number or letter in box 7?

In box 2a is that number zero or s number greater than zero?

[Hubie]

Received cash.

Box 7 Distribution Code = 2

Box 2A is the same number seen in box 1

Thanks!

[NCperson]

i checked your response in TT Desktop Deluxe and it worked correctly.  

Are you using the Online  Version or the Desktop version? 

Do this: remove the 1099-R form and review Form 1040. lines 11- 22.   Write down those numbers.  Then  add the 1099-R form back in.  Line 11 should definitely be higher.  what happens to the other line items?  

[Hubie]

I'm using desktop version.

That worked!

Looks like operator error!!

Thanks.....