I get none of that in my test tax return, but I'm using the desktop software....not Online, and programming is close, but never matches exactly.
1) The more than doubling of the investment gains is incomprehensible....normally a doubling is the result of someone double-entering something...but not in this case. The only thing I can think of to fix it is to call Customer Support dn have them look into it...they would have to get a diagnostic file from you (they would tell you how) and investigate it that way. You could also buy the desktop software and see what happens there, but you would have to buy the extra state to prepare both SC and NC tax returns.
2) For the pensions listed as "Bailey" on that line 19d of the allocation form? Correct, that does not belong there....if it somehow got set as Bailey during your entries in the Federal section, or during some error check...or some other strange reason...You could Edit each of your 1099R forms and make sure there was no Bailey question during the 1099-R interview where you accidentally set them as being Bailey Settlement eligible. Otherwise, the only way I could think of to fix that would be to delete all your 1099-R forms in the Federal section, and re-enter them manually. Don't import the data if that's what you originally did. But you would only do that if you have not filed Federal yet (too much potential for messing things up). Then if that doesn't fix it.....Call Customer Support for that too, since I'm using Desktop and have no other potentially useful suggestions for the Online software.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
