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smithjj6
New Member

Turbo Tax Software Error

I have completed the Federal tax and it was reviewed.  Under check this entry- Form 1099-R (company name): Partial roll over amount should not be greater than gross distribution amount.   Partial rollover: $3,333.63.

 

I do not know how they got a partial rollover from the $3,333.63.  This number is the "taxable amount" , column 2a, under the gross distribution, column 1.  It has nothing to do with a "partial rollover".  Obviously, I cannot change that number, so what do I do in order to transmit my return?

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3 Replies
BillM223
Expert Alumni

Turbo Tax Software Error

In the interview that follows the initial screens for the 1099-R, there are references to rollovers. I assume that you did not make any entries there.

 

I suggest that you make sure that you have a copy of the 1099-R, delete what you entered (the trash can on the first screen of the 1099-R interview), and re-enter the 1099-R manually.

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smithjj6
New Member

Turbo Tax Software Error

I did as suggested - twice.  Unfortunately, it did not work.  

Turbo Tax Software Error

Have you tried entering the gross amount that is shown in box 1 of the Form 1099-R as the amount that was rolled over to another account?

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