1099 - R Worksheet

Forum|Forum|2 months ago
April 10, 2026
3 replies
8 views

Why is it that the amount I entered on Gross Distributions (Line1) and Taxable Amount (Line 2a) on the 1099-R worksheet for $100 not being taxed? The amount got forwarded only on Line 4a but not on Line 4b on Form 1040. The distribution code for this distribution that I entered on Line 7 of the 1099-R Worksheet is 1 and I checked the box IRA/SEP /Simple on Line 7 In fact, isn't this distribution also subject to penalty? There are no other entries I made on the worksheet other than the ones indicated.

sjrcpa

Level 15

Is there basis in the IRA? Does the return have an 8606 and you didn't enter 12/31/25 value?

The more I know the more I don’t know.

qbteachmt

Level 15

Was it a return of excess contribution for the 2025 tax year?

What account type is it, and what are the circumstances of the $100 distribution?

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IntuitAmyC2

Level 4

The program sees the IRA/SEP/SIMPLE box checked and looks for the 8606 to determine if taxable. If taxable amount not determined is checked, the program can also default to zero until you confirm the amount on the worksheet.

I know you said you did not check anything else on the worksheet, a rollover would have zero taxable.

If you uncheck the IRA/SEP/SIMPLE box and it goes to line 4b, it is definitely the 8606.

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