Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Products
  • Workflow Tools
  • Learn & Support
  • Sign In
  • Products
  • Workflow Tools
  • Contact Us
  • Sign In
  • Learn & Support
    • Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
    Created with Sketch. Intuit Biz e-filing closure on December 21 at 6:00PM PST. View more ProSeries Hot Topics here.
    cancel
    Turn on suggestions
    Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
    Showing results for 
    Search instead for 
    Did you mean: 

    5b Pension Rollover how it was calculated

    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.

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    1 Comment 1
    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♥¸¸.•*¨*•♫♪






    Intuit Lacerte Tax
    Intuit ProConnect Tax
    Intuit ProSeries Tax
    Additional Accounting Solutions
    Tax Pro Center
    Tax Practice Resources
    Call sales: 844-877-9422
    Sitemap

    ©1997-2024 Intuit, Inc. All rights reserved.

    Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

    By accessing and using this page you agree to the Terms and Conditions.

    About Cookies | Manage Cookies
    Legal Privacy Security