Thank you SteamTrain, for the clarification.
I mistyped. It was not "SS" that I meant, but an actual 1099-R from a pension. My wife has been receiving that pension for 10 years, and, for reasons unknown to us, it always has a different amount in boxes 1 and 2a. The difference is small, about 2%, but it is always present.
I will do as you suggest (answering "Yes" to the question. But, really, how do I know what TT is doing with the numbers I enter? I really don't know what numbers TT uses to compute our taxes-- nor how it does it. And, I do not want to know. I just want to know that it uses the data I enter to determine the proper minimum legal tax we owe.
Sometimes TT is extremely frustrating. I'll start a new thread on it, but a good example is the headaches I have had with K-1 forms, or foreign tax payments, or TT telling me that it needs information from our 2024 taxes to finish computing SS (this time it really is SS) stuff. TT has all my past taxes-- why doesn't it grab the required information automatically, instead of telling me to find it myself (and not even telling me what lines to get it from). TT gets my prior accumulated stock losses and automatically carries it forward, but not SS data. I really do feel that TT is inconsistent and undependable. I just don't know that there is anything better, and it would be such a hassle to switch.
Anyway, thank you for your help.
DG
