BillM223
Expert Alumni

Get your taxes done using TurboTax

1. Why do you think that the amount on the 1040 is not the correct taxable amount?

 

2. After you entered the 1099-R data, did you go through an interview asking a series of questions about when the pension/annuity started, how many payments you have received, and a number of other questions that seemed irrelevant?

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