Retirement tax questions


@DBecton wrote:

My example is pretty simple and not complicated.


It is seemingly simple, but then I'm not sure what to tell you because I have been unable to reproduce your results with the figures you posted.

 

For example, when I enter $14,700 in Box 8 and then $1,911.35 in Box 13, I wind up with $12,789 on Line 2a.

 

Are there any figures you did not post that should be taken into consideration?