HBM
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I deleted the 1099-R and started over. It now is reporting properly.
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Unfortunately, TT continues to reduce the taxable amount whether I include the full amount in box 2a or not. It doesn't override.
Activity Feed for HBM
- Posted Re: Pension Plan 1099-R Taxable Amount on Retirement tax questions. February 19, 2020 5:46 PM
- Posted Re: Pension Plan 1099-R Taxable Amount on Retirement tax questions. February 19, 2020 4:36 PM
- Cheered Re: Pension Plan 1099-R Taxable Amount for DaveF1006. February 6, 2020 6:36 PM
- Posted Pension Plan 1099-R Taxable Amount on Retirement tax questions. February 6, 2020 4:42 PM