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Deductions & credits
Another observation doesn't make sense. I had 3 1099-R's this year. Two are pension plan distributions and the third being the rollover that we are discussing. Turbo is adding these all together for my 5a entry showing a rollover amount higher than the fund which was actually moved. So my 5a is greater than my actual rollover amount. That is misleading as well. Pension plans are monthly payouts not rollovers. This is not making sense.
‎February 20, 2024
4:01 PM