Harri0915
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 1
		
	
				
		
	
		
			
    
	
		
		
		03-17-2021
	
		
		02:59 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-17-2021
	
		
		03:26 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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You'll probably need to input the IRA basis to get the software to pickup the taxable amount. Should be an IRA Basis link button n the 1099R worksheet somewhere
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
			
		
			
	
	
			
				
		
		
			qbteachmt
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-17-2021
	
		
		05:17 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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"the taxable amount is different from the total distribution"
Which type of IRA account?
Which boxes have which codes?
How old is the account owner?
Is there basis in that account?
Was this a qualified coronavirus distribution or regular?
Did you look to see if the 1099-R resulted in needing the Form 8606?
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