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January 27, 2025
Solved

1099-R Line 2 amount not appearing on 1040

  • January 27, 2025
  • 1 reply
  • 0 views

I did a Rollover in 2024 from and IRA to a Roth. It is taxable.  The taxable amount I enter on the 1099-R, Line 2 does not flow through to 1040 Line 4b.  I cannot override it.  How do I fix this?

 

Thanks

    Best answer by VolvoGirl

    What code is in box 7 on the 1099R?  After you entered the 1099R did you keep going to the end of the 1099R section?  One thing that usually fixes it is to delete the 1099R and enter it again manually.  @dmertz 

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    January 27, 2025

    What code is in box 7 on the 1099R?  After you entered the 1099R did you keep going to the end of the 1099R section?  One thing that usually fixes it is to delete the 1099R and enter it again manually.  @dmertz 

    pt11Author
    January 28, 2025

    Deleting and re-entering the 1099R fixed it.  Many thanks!