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Retirement tax questions
Yes! The difference IS the amount in 4b.
I am using last year's taxes as a practice year as I transition to TurboTax from using a tax professional. The 1040 they prepared has the same amount in 4b as my TurboTax prepared form. BUT, their 5a and 5b include that amount in those boxes. In other words, their 5a and 5b are higher than the 5a and 5b in the TurboTax prepared 1040 by the amount in both their and my 4b. Are they possibly correct and there is something else I have missed? Maybe something I accidentally checked or didn't check in those accounts with 1099-R IRA distributions?
Thank you!
‎September 1, 2024
9:51 PM