passnape
Level 1

I entered a 403(b) distribution from an educational institution.  There is a portion of the distribution that results from employee contributions and should not be taxable.  I entered this amount from the 1099-R 9b in Lacerte Screen 13.1, 9b.   I expected the taxable amount on 2(a) to be decreased by the employee contribution on line 9b.  The total distribution was taxed.  Do I need to decrease 2(a) by the amount on 9b.?  Thought the Lacerte software would automatically decrease the taxable amount.

0 Cheers