dmertz
Level 15

Retirement tax questions

Is the problem that TurboTax is not including the income on Form 1040 line 4b or that TurboTax is including on line 33 too much in taxes paid and tax credits?  I can't imagine any reason that TurboTax would not include on Form 1040 line 4b the entire amount from box 2a of the Form 1099-R when the Form 1099-R has code 4 in box 7 and the IRA/SEP/SIMPLE box marked.