How do I enter a taxable amount if Form 1099R
Go to Form 1099R.
Go to the Exclusion Worksheet section.
In Line 1- Amount rolled over, enter the amount that is excludable from income tax.
Note: By entering the amount, the program will lower the amount shown on Form 1040; otherwise, SureFire will calculate the total amount of the pension received (Box 1 or Box 2 of the 1099R) to be taxable. If any other amount from Box 1 or Box 2 is excludable (other than a rollover), enter the amount on Line 2 of the Exclusion Worksheet.
Additional Information
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