I deleted our 2 1099-Rs and our tax liability goes down to $135. As soon as I load my 1099-R is goes up to $484. As soon as I load my Wife's 1099-R it goes up to $1,927.
Since the 1099-R includes funding made for both 2022 and 2023, should we limit the gross distribution to $6500 (2023 limit) instead of the $7k+ and $12k+ what our 1099-Rs show? If I do this, our tax liability goes back down to $135 as it was before entering the 1099-R.
