lmpascarella
Level 1
07-03-2020
07:58 AM
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TAXOH
Level 11
07-03-2020
09:05 AM
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Line 8 other income. The actual 1099R does not get entered.
Accountant-Man
Level 13
07-03-2020
06:49 PM
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FYI, what I do in this case when the taxable amount is less than the gross amount, I enter two line on other income- gross amount, then negative basis or capital contributed. This nets to box 2 taxable distribution. So the IRS sees the whole amount entered.
When there is FIT withheld, I also attach the 1099R as a pdf, although I don't believe they see it anyway.
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