Retirement tax questions

Kesha H kindly offered to help me with an issue, but her email didn't allow me to respond (see mail delivery error message below). I created a copy of my return for her to analyze as she requested, and attempted to reply to her email with this response:

 

Hello, Kesha, thanks for offering to look into this issue for me. I created a protected copy of my return as you instructed, with token 1268396. I’m filing in Pennsylvania. Turbotax appears to be calculating my refund correctly with respect to the return as a whole (I ran the numbers and calculated my tax due and got the same result – a refund of $64), but the behavior I described previously doesn’t appear to make sense. When I remove the $1946 taxable pension income from the federal return, the refund jumps to $464, but when I add the $1946 back in, the refund gets reduced to $64. I tried this twice to make sure I was adding the pension income’s 1099-R correctly. I would have expected the refund to decrease by $234 (12% of $1946) to a final value of $230 ($464 minus $234). Any insight you can provide would be greatly appreciated!

 

All the best,

Howard

 

Can you please ask Kesha to send another email to [email address removed] so that we can respond? Each time I replied to Kesha's message, I received this error:

 

Message not delivered

There was a problem delivering your message to [email address removed]. See the technical details below or try resending in a few minutes.

 

The response was:

DNS Error: DNS type 'mx' lookup of cm.turbotax.intuit.com responded with code NOERROR DNS type 'aaaa' lookup of smtp-qcz.intuit.com. responded with code NXDOMAIN DNS type 'a' lookup of smtp-qcz.intuit.com. responded with code NXDOMAIN DNS type 'aaaa' lookup of smtp-lcz.intuit.com. responded with code NXDOMAIN DNS type 'a' lookup of smtp-lcz.intuit.com. responded with code NXDOMAIN DNS type 'aaaa' lookup of smtp-qy.intuit.com. responded with code NXDOMAIN DNS type 'a' lookup of smtp-qy.intuit.com. responded with code NXDOMAIN DNS type 'aaaa' lookup of smtp-lv.intuit.com. responded with code NXDOMAIN DNS type 'a' lookup of smtp-lv.intuit.com. responded with code NXDOMAIN