3/21/2018 – RESOLVED
We have opened Issue #1646 to correct a display issue when first creating a 1099-R in a return. The Gross Distribution reported in Box 1 is not displaying in Box 2a. If creating a new 1099-R and reporting the Gross Distribution, you don’t catch that Box 2a didn’t auto-fill, don’t worry, the value is still saved when clicking “Continue” to exit the 1099-R. There is no impact to a return in this situation.
- When creating a new 1099-R, entering $10,000 in Box 1, saving the entry without also entering a value in Box 2a, the 1099-R will save the taxable amount as if it automatically carried over from Box 1 (which it still does)
- When creating a new 1099-R, entering $10,000 in Box 1, then making a manual entry in Box 2a of $9,000, the manually entered Box 2a amount of $9,000 is what saves and carries to the return as taxable
- When creating a new 1099-R, entering $10,000 in Box 1, then completing either the Simplified General Rule Worksheet and/or PSO exclusion, the correct taxable amount will carry to Box 2a and be included with the return
This is only a display issue when tabbing off of the 1099-R Box 1 field and not seeing the same value auto-fill within Box 2a.