@philipwl wrote:
Thank you for the quick response. Yes, it is an IRA distribution, wanting to spread over 3 years. Form 8915E is calculating correctly (⅓ of total IRA distribution amount to be entered on line 4b of 1040), but Line 4b is not reflecting the ⅓ amount from Line 19 of Form 8915E. The amount on LIne 4b of 1040 is a number larger than the total IRA distributions in Line 4a. This miscalculation is on the 1040 Worksheet as well as Form 1040. Can I override the worksheet and edit the amount shown in Line 4b?
Do you have more then 1 1099-R? Delete that 1099-R and make sure that 1040 line 4 is empty.
**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.**
