1099R total question

Forum|Forum|7 years ago
February 3, 2019
16 replies
104 views

My 1099R total does not properly transfer to line 4a of my 1040. Line 4a shows as understated by the amount of my IRA distribution. Is this a program bug?

NCperson

Level 15

unlikely a bug -

more likely something not typed in correctly; while I can't recall what it was the same thing happened to me and once i corrected my input error, everything worked fine.

might be best to go to 'forms view' and review that the document you received EXACTLY matches Turbo Tax

Miranda57Author

Level 2

The input is correct - no errors. There is a program problem in the transition from worksheet to worksheet to form 1040. The total of 1099Rs should transition to IRA, 401(k) Pension Plan Withdrawals and then that total should be the form 1040 line 4a. It isn't.

I think the problem stems from the change in 1040 formats in which IRA distributions were a separate individual line item vs the 2018 return where it is listed separately on the 1040.

Miranda57Author

Level 2

Sorry, I meant IRA distributions were a separate line item on the 2017 1040 but on the 2018 1040 IRA distributions are a part of total 1099Rs.

Bigguy11

Level 2

For your issue, Turbo Tax is likely putting the distribution on Line 1 as if they were wages, which is not correct. If you go to the Forms section and look at the "Wages,etc. Wks" form you may see that it is showing up on Line 3 which then rolls to line 1 of the Form 1040. As you noted, these amounts should go to Line 4 of the Form 1040. IRS instructions say the same thing.

Although the end result is the same, it does create a potential audit risk.

I have been on the phone with TurboTax people for well over an hour on this issue, including talking to enrolled agents. Hopefully, they recognize that this is a programming issue and will fix the issue soon.

Good luck.

Bigguy11

Level 2

To add to my previous comment, if the distribution does not come from an IRA but from a 401(k), such as for excess contributions, it appears that is should go on Line 1 instead of Line 4. Unfortunately, while Turbotax may have this right, their audit meter still raises the issue because it is not distinguishing the difference.

hoedlb1

Level 2

With the new Form 1040 Line 4a totals up the worksheet entries. There appears to be a bug in the 1040 worksheet entries, when they are added from step by step.

My 1040 worksheet has 2 entries on line 4. When you click the entries the IRA Distributions entry shows two inputs which are correct for that amount.

When you click the Pensions and Annuities entry it shows the previous details entries which is "INCORRECT"