@ajsluiken wrote:
Thanks for the reply! Yes, it is calculating my taxable income correctly, but on the "wages/income" line of the federal review page, it is adding them both, making our wages/income for the year looking much higher. Perhaps this doesn't matter as long as our taxable income is correct? I guess that is the guidance I am looking for.
If your taxes are calculated correctly, ignore the summary, it's not very accurate.
For the first rollover, the 1099-R with either have a code indicating it was a non-taxable rollover, or if it has a code that makes it taxable, there is a followup question where you can indicate that it was all rolled over.
