Hi Annette,
After looking into this issue further, I was able to determine that TT is not correctly handling 1099-R's with the IRA/SEP/SIMPLE box unchecked (ie, 1099-R's from 401(k) Pension distributions). These amounts show up correctly on line 5a of the Form 1040, but the amount showing up on line 5b (the taxable amount) is showing a larger amount than the amount on 5a. That has to be an error, as line 5b must be less than or equal to line 5a. I think this error is directly linked to my original post of the ROTH IRA Contribution Limit Worksheet error.
Also, when I go thru the "Easy Step" process to edit this 1099-R, there are 2 questions that always lose my original response; "Did you move this money from a 401(k) to a Roth 401(k)?" (no) and "Did you move the money to a Roth IRA?" (yes).
Hope this helps.
