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M
mcantonio
Level 1
September 15, 2021
Question

5b Pension Rollover how it was calculated

  • September 15, 2021
  • 1 reply
  • 6 views

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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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
September 15, 2021
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?
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