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For 1099-R, why would Turbotax shift a small portion of total from line 5B to 4b
i have 4 1009-R, 2 for pension/annuity, 2 normal distributions. all '7'. a small portion of the pension/annuity being reported in 4B, not 5B. Is Turbotax at fault? total between 4B and 5B ok, and the drill down shows me the proper 1099-R
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‎February 18, 2023
6:38 AM