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Deductions & credits
Reply to Amy- I did enter the correct amounts and also answered Yes to all of the questions if the money was turned over to another account within the 6 mos. The "total distribution" box was also checked. When reviewing my form there is nothing on Line 7---It is all showing on Line 5. Line 5a is the correct amount of my pensions sums, but on 5b it is adding the following (pension 1 which should be taxed, pension 2 and 3 (which were rolled over and should not be taxed) and 1/3 of a Coravirus disaster amount. Am I incorrect, that pension 2 and 3 should not be taxed since they were rolled over another account?
Also, I really hate that we can not edit our own forms, when we discover problems like this, and have to try out figure the TurboTax software to find the answer as to how we can make things right.
Another other ideas?