SusanY1
Expert Alumni

Retirement tax questions

After looking at the files it appears that the IRA/SEP/SIMPLE box is not checked in the software for the two largest distributions.  (Since the data file is stripped of personal information, I can't see for sure that those indicate they are from T. Rowe Price, but it is just the two largest distributions.)  

Please return to the IRA section and edit those two adding a checkmark in the IRA/SEP/SIMPLE box that is below the Box 7 code (which is also code 7).  

When I add those checkboxes in the diagnostic copy, the income moves to line 4a.

 

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