pjanas1
Returning Member

State tax filing

The first thing I did before reporting this was to verify each 1099Rs step-by-step and its' internal form for each 1099R.   All are correct.  Recall, the totals on the worksheet are correct but they are reversed + the pension.  I would have had to assign every IRA 1099R to the wrong person for that to be the cause.  Data entry error also doesn't explain why TTax is changing the Pension Value. If the worksheet were to collect Taxable IRA Distributions and Taxable Pension separately, as presented on the GA Schedule 1 Exclusion form for filing, this error could have been correctable.  The coding error may have something to do with the pension(s) owner.   Have your testers try assigning the pension to Taxpayer rather than Spouse to see if the error flips to the Taxpayer.