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PROBLEM WITH 1099 R


Marge

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Since the last update I am having problems with 1099-R's that have code G or rollover amounts on it.

Normally the code G takes care of it but no matter what I do with this one I keep getting red error messages that say that the total of the tax on 5329 must match total of 1099-R's in the return.

I have tried the following:

Put just an amount in box 1 with code G which is the way that the 1099 R is typed.

I have put an amount in both Box 1 and Box 2 with the Code G that does not help either.

I have put an amount in box 1, 2 and the rollover line that doesnt help either.

Help please.......

Marge Powell

Denison, Ia

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I don't know if it'll help your problem but the latest "update" includes a program update and among other forms an issue with the 1099r. Try updating close the return and re-open it.

Since the last update I am having problems with 1099-R's that have code G or rollover amounts on it.

Normally the code G takes care of it but no matter what I do with this one I keep getting red error messages that say that the total of the tax on 5329 must match total of 1099-R's in the return.

I have tried the following:

Put just an amount in box 1 with code G which is the way that the 1099 R is typed.

I have put an amount in both Box 1 and Box 2 with the Code G that does not help either.

I have put an amount in box 1, 2 and the rollover line that doesnt help either.

Help please.......

Marge Powell

Denison, Ia

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Thank you I will try that.

Marge

Duh ! Will be glad when this year is over...

The problem was that I only had one 5329 pulled into the return. The 1099R's were one for spouse and one for taxpayer so I needed to pull in a second 5329 and check the spouse box..

Brain dead here

Marge :P

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