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February 9, 2021
Question

1099-R Information not populated on 1040 Form

  • February 9, 2021
  • 1 reply
  • 0 views

 I have placed the 1099-R information into Turbotax and added the Codes PJ from Box 7 as well as the taxable amount in Box 2a.  I do not see information from the 1099R Box 1 and Box 2a on my 1040 form?  Have I entered it correctly?

 

My spouse and I received the 1099-R in 2020 due to pulling out excess Roth contributions (in March 2020) for 2019. The ROTH contributions for 2019 were correctly filed.

    1 reply

    ColeenD3
    February 9, 2021

    There will be no entries on your 2020 return. See the following links for more information.

     

    Excess Roth #1

     

    Excess Roth 2

     

    Excess Roth 3