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Retirement tax questions
@ BradleyCharles
So if this is a 2024 return, did you already file your 2024 return, and if so, did you get a bill from the IRS saying the return was incorrect?
Where on the 1040 does the "miscalculation" occur?
For example, are you referring to the amount on Line 16 of the Form 1040? If so, TurboTax uses a number of methods to calculate the Line 16 tax depending on the specific situations in your return. TurboTax does not always use the IRS Tax Tables or the simple Tax Computation Worksheet. Sometimes other calculation worksheets are used. We can tell you where to look.
If your issue is with Line 16, is the amount of tax more or less than you expected? I can tell you how to look at the Tax Smart Worksheet to see the method(s) TurboTax used to calculate Line 16. If that's your situation, are you using Online TurboTax or desktop software?
Or is your issue something else, such as Taxable Income on Line 15? More explanation is needed to narrow down what you are experiencing.