About LAJ2

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Re: Distribution from 1099-R not treated as taxable

I finally figured it out.• Go to View > Forms > 1040/1040SR Wks.• Right click on the taxable amount in line 4b and go to data source.• Line 2 Amount rolled over...

LAJ2

Updated Mar 28, 2025
Re: Distribution from 1099-R not treated as taxable

Thanks for the response. I have tried what you suggested, but the normal distribution is still not treated as taxable.Maybe the problem will make more sense if ...

LAJ2

2

Updated Mar 28, 2025
Re: Distribution from 1099-R not treated as taxable

Thank for the quick response. I see a slightly different set of options. Here are the steps I went through after deleting the 1099-R and then starting a new 109...

LAJ2

4

Updated Mar 28, 2025

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Date Registered	‎March 25, 2025 5:07 PM
Date Last Visited	‎May 2, 2025 8:40 PM
Total Messages Posted	4

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