the tax free amount previously recovered did not fill on. How do i get it?

[reilly60]

I did use turbo in previous years and this field was always filled in.

[JamesG1]

Are you reporting an IRS form 1099-R and the taxable amount and nontaxable amounts of the distribution are computed within the TurboTax software?  Or are you referring to something else?  Please clarify.

The prior year's tax return will show you how the amount previously recovered was computed.  Are you using the same TurboTax account that you used last year?

1. In TurboTax Online, select Tax Home in the upper left hand corner of the screen.
2. Then select Your tax returns & documents at the bottom of the screen to see whether last years return was filed using that TurboTax account.

If the tax year that you are looking for is not there, that tax year may be in a different Intuit account.

This TurboTax Help explains how to view a list of your Intuit accounts.

This TurboTax Help explains how to view, download or print a prior-year return.

If you are not able to locate your previous year's tax return, contact us again.  If you are able to provide more information about your IRS form 1099-R distribution, the computation may be duplicated. 

[reilly60]

I am trying to get the information like you describe in your first question. I followed your instructions to get 2023 return and it is there. I don't see where this information is provided. Help. I have spent 1 hour with someone in tax expert on sunday. She took screen shots and forwarded to someone. I have not heard back as of yet.

Steve Reilly [phone number removed]  

[MonikaK1]

We in the Online Community don't have access to follow up by phone. Do you have the 2023 return with all of the worksheets? Look for information about the Simplified Method or General Method and Form 1099-R.

The Simplified Method option generally applies when you receive a 1099-R and there is not a  "taxable amount" shown in box 2a of Form 1099-R.

If you previously contributed amounts to your pension or annuity plan that were included in your gross income, you can exclude some of your distribution from your income. You can calculate the tax-free part using the "General Rule" or the "Simplified Method." Please see IRS Topic 411 for more information.

In order for TurboTax to calculate the taxable portion of your distribution using the Simplified Method, you must provide some information. Please see the steps below on where to enter this information:

1. Click on Wages & Income at the top of the screen and scroll down to Retirement Plans and Social Security and click Show More
2. Click on Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit next to your 1099-R entry.
3. Click Continue and answer the questions until you get to Tell Us the Taxable Amount Method and then select "Simplified Method" if it is not already selected. Click Continue. 
4. Enter the information in the "Enter Annuity Information" section

• Annuity Start Date: The first day of the period for which you receive payment under the contract
• Plan Cost: See box 9b on your Form 1099-R
• Number of Months Received: 12 if you received payments for the whole year
• Tax-Free Amt Previously Recovered: If this is not the first year of your pension distribution and you computed part of your distribution in past years as being nontaxable, you must enter an amount here.
• Death Benefit Exclusion: If you are the beneficiary of a deceased employee or former employee, you may qualify for an exclusion

Next, enter your age when you started receiving the annuity or pension and select Continue. The program will calculate the taxable amount of your 1099-R.

@reilly60