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J
Joe Carter
Level 3
March 2, 2025
Question

taxable amount on a 1099-r

  • March 2, 2025
  • 1 reply
  • 6 views

If the taxable amount on a 1099-r is less than the gross distribution why does the gross distribution get transferred to the 1040 but not the taxable amount

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1 reply

rbynaker
rbynaker
Level 13
March 2, 2025

Because the IRA box is checked.  IRA taxability is typically calculated on Form 8606 and depends on after-tax basis in the IRA and the value of all IRAs on 12/31.

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