M-MTax
Level 12

Retirement tax questions

Line 3 should include the figure from Schedule A and Schedule B. Is the software not combining those two?

 

You might want to contact Puritas if that's the case.

 

I'm presuming you filed the form in past years (or even just the past year - 2023).

 

Not sure this will help but have you reviewed the videos at the links below?

https://www.youtube.com/watch?v=5Z_28sVOrTY

https://www.youtube.com/watch?v=a5wJow5h-No