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March 19, 2021
Question

Override not working on 1099-R

  • March 19, 2021
  • 1 reply
  • 0 views

I have entered a 1099-R with IRA check box checked.  It is a taxable amount and the taxable amount is showing up on line 4B, but the amount is not showing up on line 4A as a distribution.  I tried to override that field but it is not letting me.  What should I do?  Thanks for your help.

    1 reply

    DoninGA
    Employee
    March 19, 2021

    Unless there is an exception as noted in the IRS Form 1040 instructions, Line 4a will be blank and the distribution amount will be entered on Line 4b for an IRA.

    IRS Form 1040 Instructions page 25 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=25

    March 19, 2021

    Oh, glad to know.  Thanks for the info