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O
oldsheldon
Level 3
March 18, 2024
Question

1099R entered correctly, code 7 taxable, yet comes up to 1040 as zero taxable

  • March 18, 2024
  • 2 replies
  • 14 views

1099R entry sheet not carrying thru to 1040 properly.

i may need to rebuild file, do not know how to rebuild file.

This topic has been closed for replies.

2 replies

rbynaker
rbynaker
Level 13
March 18, 2024

If it's an IRA and there's basis you might need to enter the 12/31 FMV (maybe on the IRA Info Wks?)

    T
    TaxGuyBill
    Level 15
    March 18, 2024

    Any chance that all of their contributions were non-deductible/have Basis?

    Box 2 show the taxable amount?

    Have you gone through the error check/review?

    Have you deleted the 1099-R worksheet and re-entered it?

    Have you done "repair updates" in the Windows Start Menu?

    Have you rebooted the computer?

      O
      oldsheldonAuthor
      Level 3
      March 18, 2024

      thanks alot.

      it loooks like on the 1099R worksheet, line 7, i checked the box  IRA/SEP/SIMPLE which resulted in the amount being not taxed.  found by trial and error. proseriies  help a waste of time, will use communitgy more. thanks.

        rbynaker
        rbynaker
        Level 13
        March 18, 2024

        Bazinga!  Come back any time.

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