Please clarify your situation
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?????
Online TT. Yes, I can see my 1099R (s) listed. There are 4. Only the one for a pure Pension is a problem.
U.S. 1099R. State Teachers Retirement System of Ohio.
This is the 15th year I've filed the same general information from this form. It always includes $2650 in Box 5 "Employee contributions," etc, and deletes the amount from Box 1 "Gross Distribution" to determine the amount in Box 2a, "Taxable amount". I admit, often TT made me clarify the amount I am taxed on, but never to the degree it did this time, and after verifying the input with several more questions it always let me go ahead with the rest of my tax form.
The crux of the problem seems to be that TT ignores the fact I entered the actual amounts directly from the 1099R, yet they want to investigate further how I CALCULATED the amount of non-taxable income reported. It appears they are referencing some regulations for RMDs from another type of retirement income. That is not pertinent to a 1099R from a PENSION fund.
I've re-entered the item 3 times, and each time TT figures the non-taxable portion is wrong and changes it--but that always changes my total income (etc) and ends up increasing my tax refund. That is bogus and won't be acceptable to the IRS !
And I cannot file my taxes until this part of the program is finally satisfied! There must be a bug in this section of TT.
So what do I do about it?
Thanks!