I have 5 1099-R's for RMD distributions and one 1099-R for a Rollover from a 401K employer to my IRA when I left that job. I also have 2 1099-R forms for my two State Pensions. I entered this all correctly in my Desktop software panels but when I view the resulting 1099-R it has a BLANK line 4A and a 4b taxable amount that is actually short by a few thousand dollars. The word ROLLOVER is typed between the verbiage for 4b and 5b, then on Pensions line 5A it has a large amount that includes the IRA Rollover. line 5b has 13,914. My actual pension amounts should have 5a 12,222 and 5b 12,215, instead 5b has 13,914.
If you cannot fix the software to reflect these lines correctly, can you please let me know how to override it to get my 1040-SR to print correctly? I did not have this problem last year with Turbo Tax Deluxe. This year I am using Turbo Tax Home and Business.
