The actual return "Here is a Picture Screen" showed this
IRA Distributions - taxable 1,234
Pensions - taxable 6,543
But TurboTax could have shown the data differently:
IRA Distributions - taxable 1,234
Pensions and 401K Distributions - taxable 6,543
Those few extra words "401k Distributions" would have avoided any confusion and saved me many hours of time.
By the way, TurboTax can do whatever they deem appropriate on the "Here is a Picture" Screen.
It should be consistent with the tax filing, but can contain extra elements that have "no separate place on the tax return".
For instance here is my obfuscated return. Even though "there is no separate place on the tax return" for the last two items THEY STILL APPEAR IN THE PICTURE.
IRA Distributions - taxable 1,234 1040 line 4b
Pensions - taxable 6,543 1040 line 5b
Pensions - nontaxable 11,111 1099 summary worksheet line 45
Social Security - taxable 12,345 1040 line 6b
Social Security – nontaxable 23,456 not shown separately in any worksheet
Total 31,233 not shown separately in any worksheet
