I downloaded the 2023 desktop for Windows. I entered our 1099-R (taxable pension) data and other income. TT created a 1040 that showed entire 1099 amount in Line 5B. A refund of about $1,500. OK. The next day, I open TT and the refund displayed $25,000 with the 1099-R data is split between Line 5A and 5B. WTF? Close and reopen and the refund is back to $1,500. I'm convinced there's a tech problem. I called help desk three times. Did an uninstall and reinstall. Same issue. But not their problem. And one time the rep saw the refund change from 25K to 1500 just from navigating between pages with no change in data! Totally unexplainable. Again, not their problem. Really?
So, I'm reading IRS pubs and other sites. It sounds like my 1099-R should be entirely on line 5B. I used to trust TT but now question it. I've never seen values flip-flop like this before. What to do?
