1099-R

whatever

Today is 5 March 2026. I want to go on record at this time to report that the FreeTaxUSA software did not include two IRS Form 1099-R statements in my 2025 federal income tax return.

Both of the missing IRS Form 1099-R statements were input online by me and appeared in the supplemental Income Summary Statements provided by FreeTaxUSA.com. My 2025 federal income tax return was filed on 4 March 2026.

Both of the original Form 1099-R statements were marked in Box 2b as "Taxable amount not determined" by the payer. However, Box 2a indicated a taxable amount and Box 7 indicated a normal taxable distribution. The total amount of the two missing IRS Form 1099-R statements is $19,198.

This FreeTaxUSA software error has caused misreporting on my 2025 federal income tax return, understated taxable income on Line 5 of the Form 1040, and required filing a 1040X amendment to the original 2025 federal income tax return.

MatthewD

Hi whatever,

Did you contact customer support while signed into your account on FreeTaxUSA? What you have described, Box 2a with a taxable amount and box 7 with code 7, will be reported as taxable. How did you determine those amounts were not reported on your tax return?

Was this an IRA/SEP/SIMPLE (Line 4a and 4b) or a pension (Line 5a and 5b)?

I hope you were able to resolve the issue before you transmitted your return so you can avoid an amendment.