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I have 1099-R w/ amount in Box 3. No place on 1099-R input to include this as it is probably @ -0- % tax.
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I've never seen a box 3 amount so I took a peek at the 1099-R form. PDF page 7 shows the "back" of the form describing box 3 which directs us to Form 4972. Does PTO have a place to enter 4972 info?
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Doesn't seem so. Also, Box 2a needs to be adjusted somehow as it includes the Cap Gain in Box 3. I've never seen this before either. so I guess I'll have to play it by ear with manual adjustments.
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In the input for Pensions, there are several categories scattered across the top., One is 3 verticals dots. In that is Lump Sum Distribution for FORM 4972
Post the box numbers and amounts and I will try to replicate for you.
OR Contact Support EITHER https://proconnect.intuit.com/community/proconnect-tax-news-updates/discussion/proconnect-tax-assist... OR https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
Answers are easy. Questions are hard!
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Found the correct answer:
