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Get your taxes done using TurboTax
For me - I had a small amount from a
Traditional IRA --> Roth IRA direct rollover.
The same amount was in Box 1 and Box 2a.
Box 7 = 7
BUT....
I discovered that when I entered the End of Year balance on the IRA Informational Worksheet & also on the Taxable IRA Distribution Worksheet... another additional tax was calculated due to the Deductible vs Non-Deductible past history.
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My issue was that TTax did not catch this lack of having an existing balance or amount for the End of Year balance - I caught it -
‎February 20, 2020
2:49 PM