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Deductions & credits
Hi, @DanaB27 :
Thank you for the reply.
I installed the latest TurboTax update, removed the over-ride of 26a, but I still got the same issue. I then tried additional testing by adding a second test1099-R form that has identical info as the original one just in case the calculation only applies to a new entry. However I saw the same issue with both entries as shown below.
Do you have any suggestion on what else I can try or how I may further debug this problem?
Here is the info on 1099-R Additional Distribution Information,
Thank you,
JoAnn
‎April 23, 2025
7:48 PM