Some people got over-refunded because the IRS corrected their returns due to 4a<4b and so IRS reversed this. These people have to now file amended returns. Others did not have any issues with 4a<4b. It's logical that 4a>4b and not the other way around. Could see all 1099-R info when pension/annuities and IRAs were separated but now that they are combined if one has one or more partially taxable pensions or IRAs then it doesn't look right. In addition, IRS instructions state that if there are multiple IRA distributions the gross amounts should be totaled and included on line 4a. I had 2 separate distributions and neither of them are included on 4a. There are other tax software programs that include all distributions on line 4a so that 4a>4b. Doesn't seem to me that it would be a difficult fix and since there are people who are having issues with this then why couldn't this have been fixed by TT.
