I just finished submitting 2022 taxes using TT and noticed the 1040-SR Line 5b is greater than Line 5a.
TT did not flag this when doing the final checks before I submitted the return.
Later, when I looked at the inputs for all my 1099-Rs with a TT Agent, we found one 1099-R input page had an alert indicating a problem (yellow triangle and text). The 1099-R was a "G" Distribution Code for rolling over the balance of a 401k into a Roth IRA. Box 1 was $9,318 but Box 2a was entered in error as $9,138. TT totaled all my 1099-Rs (5a) $77,826 and then added $9,138 to arrive at (5b) $86,964. This has me owing $1,486 but when I fixed the typo, my tax due dropped to $388 (more like what I expected).
Is it possible that taxable pensions and annuities can be greater than total pensions and annuities? It seems the software should have stopped me from filing until I corrected that.
