There are a few problems here. We moved during the year and our pension service issued me and spouse two 1099-Rs, one for each state. Software does not easily allow addtion of more than two 1099-Rs.
Greater problem is what happens if zero is entered in box 2a, and the box is checked for "Taxable amount not determined is checked." When box 2a is left blank, the 2b is checked, federal refund is much lower than if xero is entered in box 2a and 2b is checked.
I have four 1099-Rs and have entered them all. If I enter a zero in 2a and check 2b for all of them my federal refund is 8799. If if blank out 2a in all four and keep 2b checked, the refund goes down to 5731. THAT IS A HUGE DIFFERENCE!!!
But wait, there's more. On California, only the first 1099-R seems to be carried over.
