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March 7, 2022
Question

Why did it add Boxes 1 and 2 together for Total Income for the 1099R?

  • March 7, 2022
  • 1 reply
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Why is it adding Boxes 1

1 reply

March 7, 2022

To clarify, where are you seeing that it is adding boxes 1 and 2a of Form 1099-R together?

 

Can you check Form 1040 line 4 (for IRA distributions) or line 5 (for pensions and annuities) what you see there?

 

To preview Form 1040:

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left
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