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Retirement tax questions
So it was my mistake calling it an IRA it is actually my 401K . I only have 1 1099R. I deleted and manually filled in the form on TT ( I made sure that box 1 and 2a from my 1099R matched exactly). It put my total (correct amount) in box 5a.. Then put a separate amount in box 5b ($5K higher). I went through my old taxes and then noticed it has been doing the same thing over the past several years.. Is there something with the "Pension and Annuity worksheet" that causes it to increase..? I cannot find where TT used or filled in a worksheet.
‎January 28, 2025
1:29 PM