How to enter 1099-R "Box 3" CG included in Box 2a???

[Mr Moore]

I have 1099-R w/ amount in Box 3.  No place on 1099-R input to include this as it is probably @ -0- % tax.

[rbynaker]

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?

[Mr Moore]

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.

[George4Tacks]

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-...

[Mr Moore]

Found the correct answer: 

https://www.taxact.com/support/1207/2018/form-1099-r-charitable-gift-annuity-code#:~:text=If%20you%2....