Thanks for your explanation. There is nothing in box 4 of the 1099R. The first that I saw the $1,000 being withheld was when I did my taxes through TT. The amount in lines 16 and 24 of the 1040 are the same. There's nothing on line 20. I did figure out that my taxable Social Security was raised and coupled with the Distribution, if both were taxed at 4.9%, would explain about $500 of the withheld $1,000. When I do my 2025 taxes I will look at Line 25b to see if $500 is added to the Fed Tax withheld, as mentioned above by AmyC. If you have any other ideas I would appreciate your input. Thank you so much!
