mcantonio
Level 1
‎09-15-2021 05:45 PM

several 1099-R's totaled 41868 20178 taxpayer 21690 spouse of which 6051 non taxable leaving 

35817 taxable however the software placed 22305 in line 5b with 'ROLLOVER' next to this line.

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Just-Lisa-Now-
Level 15
Level 15
‎09-15-2021 05:59 PM
Scroll down to Page 2 of the 1099R worksheets.....any of the rollover boxes checked by accident?

Or any non deductible IRA basis being carried on the 8606 that would reduce taxable retirement income?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪