And some things to know…..
If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go' through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.
If you are looking at an income summary screen or review screen those show all the full amounts as income and lump a lot of stuff together. You need to check the actual 1040 line 4b or 5b and make sure it's right.
