Thanks - I was able to get to the draft 1040-SR.
Do the right amounts show up on 1040 lines 4a and 4b?
4a and 4b show 0 (that seems to be the error as he got $17k as the RMD).
5a shows the amount rolled over and 5b shows the $17k distribution amount.
How much is the tax due on 1040 line 37? Maybe a IRA question was answered wrong and they owe a early withdrawal penalty or an excess accumulation penalty.
Tax due is $4k as stated above.
