dmertz
Level 15

Retirement tax questions

Total retirement income $38.5k, $17.5k taxable would seem more correct, but perhaps the difference is just in how you are rounding the numbers.

 

"It is still showing in the red."

 

I don't what "it" is.  Perhaps there is something entered on  a Form 5329 that shouldn't be there.  If a Form 5329 is present, try deleting that too.