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State tax filing
Thank you for the response.
Unfortunately, that is what I have done numerous times without success. The problem is that the 1099R shows one amount, and when that value is transferred to the 1040, the amount is 17% larger. I did have a second 1099R listed in my return, but I deleted it as it was a duplicate of the remaining one, which has the problem. The 1040/1040SR worksheet also lists the inflated value, not the correct value from the 1099R. I navigate to these forms using the magnifying glass icon on the amounts in the 1040 and then the 1040 worksheet to dive into the source value in the 1099R.
‎April 19, 2025
3:46 PM