qbteachmt
Level 15
03-17-2021
11:18 AM
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"But, ProSeries does not carry that taxability to the front of the 1040. I can force an override on box 5b of the 1040; but, is that the right way to handle this?"
Did you confirm the Form 8606 is fully entered? The info doesn't flow from the 1099-R to the 1040 directly. You have to fill in the Form 8606 info.
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Don't yell at us; we're volunteers