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Retirement tax questions
Yes, that could be a problem. I suggest you confirm what is posted to your tax return lines 4a and 5a.
From the left sidebar
- Select Tax tools
- Hint: You may have to minimize the Federal and State selections
- Click Tools
- A Menu will pop up
- Select View tax summary
- On the left panel click Preview my 1040
- 4a - IRA distributions
- 5a - Pensions and Annuities
You've stated that you double checked the posting of the 1099-Rs.
If 4a and 5a are incorrect, please check it again.
I've not seen this issue before. If it does please contact me at @JohnB5677
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‎February 20, 2025
7:17 AM