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@smbosworth wrote:

es, but it calculates the amount as $13,331, not $7,723


It should be $7,723 minus the 1099-R box 5 amount = $6,054.

 

I suggest deleting the 1099-R and re-enter.  You must have answered a question  incorrectly.  It works right for me using your numbers..

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**