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- Form 1099R - taxable amount not recognized by ProSeries Professional
Form 1099R - taxable amount not recognized by ProSeries Professional
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gparch1
Level 3
a month ago
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why doesn't box 2 of 1099r override box 1 when taxable amount of IRA distribution is substantially less? I have a client with Form 1099R Box 1 distribution of 252,219 with Form 1099R box 2a taxable amount at 19,925 and Form 1099r box 6 of 232,294 net unrealized appreciation. Form 1040 is using the amount in box 1 rather than the amount in box 2a.
Update - just got off a call with support. Had to delete the Form 1099R and re-enter it. ProSeries then calculated the correct amounts. Very embarrassing with clients sitting across from me at my desk.
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