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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?
‎January 2, 2025
6:50 AM