I cannot file my taxes because TurboTax (TT) has a glitch for entering my 1099R for my old-fashioned employer sponsored PENSION that I receive from the State Teacher's Retirement System of Ohio. TT gets all hung up IRA and 403(b) and RMDs and asks inappropriate questions that I cannot answer. [A genuine employee pension does not distribute RMDs.] Also, just before I retired, I paid additional contributions with already taxed funds. Each year my pension amount includes the return of a small amount based on that extra money I paid in, the amount is not taxable. So, the 1099R includes a Gross Distribution in Box 1 and a lessor "Taxable Amount" in Box 2a where a portion of my extra contribution is subtracted from the amount in Box 1 [it is the same amount every year]. The amount of the portion of the extra contributions is reported in Box 5 as "Employee contributions, Designated Roth contributions, or insurance premiums", and there reports the amount of my extra employee contributions. It won't accept the 1099R entry without trying to take me through all sorts of irrelevant questions. For instance, it wants to know how I CALCULATED the amount in Box 2a. Well, I DID NOT calculate it--it was explicitly stated on the 1099R! So, the question is, how can I get it to recognize that? Of course, I have reported the same information for the past 15 years, mostly using Turbo Tax. SO WHAT CAN I DO TO GET PAST THE ROAD BLOCK so I can file my tax return?????
Sign In
Canada (English)
EN
