JohnB5677
Expert Alumni

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

  1. Select Tax tools
  2. Hint: You may have to minimize the Federal and State selections
  3. Click Tools
  4. A Menu will pop up
  5. Select View tax summary
  6. On the left panel click Preview my 1040
  7. 4a - IRA distributions
  8. 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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