Ron_Mc
Level 2
04-03-2022
05:31 PM
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Has anyone encountered this problem ? Married couple, both age 50. He has a small 1099-R of $333, with $333 taxable, Fed w/h of $50, and it is CODE '1'. You can observe the $333 on the 1099-R Summary sheet under TAXABLE, line 32a.
Then I add a 8915-E Worksheet of a 2020 COVID distribution of $60k spread over the 3 years, $20k/year. This causes the $20k to appear on the 8915-F and on the 1099-R Summary sheet under TAXABLE, on line 32c.
HOWEVER it causes the $333 on line 32a to GOTO ZERO !!! OOPS !!!