kfsj
Returning Member

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.