Retirement tax questions
Yeah, the Q&A needs fixing.
We've poked the TTX folks to modify that question about the Total amount being the taxable amount.
It's not the total, the Q should indicate box 2a as the taxable amount
I had the same situation with box 2a being lower than box 1. The second time around I said YES to that question and the proper box 2a value was actually used. As stated now.....the Q is HORRIBLY misleading.
We want them to change the text on that question to the following:
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