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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

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo ingreso un cantidad sujeta a impuestos si el Formulario 1099R, Casilla 2, debe ser cero debido a que no hay intereses en el Formulario 1099R de una declaracin 1040 en SureFire?



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