Thanks for the kind words and congrats on your retirement and service. Here is what I did to get around the glitch: First I deleted the 1099-R I received for my pension. I had another 1099-R I had input that was just a small distribution I took out. For some reason, in the work sheet after I put in the amount taken and the tax assessed, the worksheet had a total in the box for insurance even though I selected no monies were used to pay insurance. Now when I entered my pension 1099-R again and input the amount taken to pay insurance, the form added the two totals together which was over the 3K limit. Honestly, I have "no idea" how the first 1099-R on the worksheet had a total. Seeing as how I could not go over the 3K limit, I subtracted the difference and input that total into the box where you had to state and amount. Once I did that, the error went away. Clearly I should have not had to do that but it worked and I was able to file my taxes online. The down side it once I adjusted it to 3K my dam fed tax owed went up by 300 bucks and the state tax (MD) went up by about 100 dollars. Go figure! I have use TurboTax since 1997. Mind you I was not in LE at that time and in previous years of filing my taxes and inputting that information. This is the first time I have run into this issue. It took some creative manipulation to get the total to 3K but it worked. I will say don't ever use the online version. I did that several years back and later that year I got audited the first time in my life. Thankfully, that year I was not comfortable with my taxes even though everything I did was completely legal (no cheating). I purchased the audit defense that year. The accountants were somewhat lazy in responding but they got it corrected and I owed nothing as the online version calculated the sale of my house incorrectly. Wonder why us little folks get audited?? I always use the store bought copy even thought this year no disk and you had to download the software onto you computer. This was a first. Again, I know this was long but I hope it helps you in the future and anyone else who sees this. Be blessed and God speed!
