Retirement tax questions

Maybe it's just misleading.

 

The Federal review page includes stuff that is not part of the 1040 form's AGI. I figured this out for one of my test files that was ~$36,000 different

 

Take your 1040, line 11  (AGI)

Add line 2a (Tax-exempt income)

Add the difference between line 6a and 6b (the part of SS that was not taxed)

Add any rollover $$ you entered for an IRA or other pension 1099-R $$ that you rolled over.

Add any QCD $$ that were not included in line 4b

_______

i.e. the Federal "Review" page includes every scrap of income that you entered...whether it added into AGI in the first place or not.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*