The 1040 does remove the amount from the 1099-R. Intuit needs to fix the breakdown of income in the "Why do I owe $X" overview in Federal review. My "Why do I owe $X" overview is showing the 1099-R amount as included (which should not be included, and is correctly excluded on the 1040).
But I now see another error where the "Other income from Schedule 1" in "Why do I owe $X" doesn't match the 1040 Line 8 amount (Additional Income from Schedule 1 Line 10).
I think that mismatch on 1040 Line 8/Schedule 1, Line 10 is an issue related to not receiving all the prompts to offset money drawn from a 529 plan. I can't figure out why the "Why do I owe $X" overview is giving a correct answer and the 1040 Line 8 is wrong. I suspect it has something to do with my inability to get to a prompt that asked for qualified expenses that are not paid to the university and not on the 1098-T. Any tips on how to force a prompt to enter eduction expenses not included in a 1098-T?
