I am a Federal retiree. My CSA-1099 shows taxable income of $62020.68 with gross distribution of $64884.00. Turbotax shows TaxabIe incorrectly as $64884. 00. How to fix?

Forum|Forum|1 year ago
March 17, 2025
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TurboTax Deluxe Online

DoninGA

Employee

The summary screen shows the amount distributed. The taxable amount from box 2a will be on your federal tax return Form 1040 on Line 5b.

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

aharrison7713Author

Did as you suggested and confirmed TurboTax has the incorrect amount in this field on the 1040-SR.

DoninGA

Employee

@aharrison7713 The distribution amount from box 1 of the Form 1099-R should be on the Form 1040 Line 5a and the taxable amount from box 2a of the Form 1099-R should be on the Form 1040 Line 5b.

If you are not seeing this on the Form 1040, then delete the Form 1099-R and re-enter the form manually.