Well, the wording this year is highly confusing. It says "For the years my wife received these distributions, was the total amount shown in the form the same as the amount you paid tax on?". I assumed, perhaps incorrectly, it was referring to Box 1 as the "total amount". Since the taxable amount shown in each year's 1099-R was less than the Gross or Total Distribution, I assumed the answer to the question would be "NO", rather than "YES". I'd have to do some study on retirement plans to really understand what it's asking. That defeats the purpose of tax software, doesn't it?
Somebody please tell Turbotax management this wording needs to be made crystal clear. I worked for two public companies in both junior and high level accounting positions, as well as two years for Jackson Hewitt, the last year as an assistant manager. I understand taxes pretty well and can interpret IRS regulations pretty well, as well as FASB standards. I didn't fall off the turnip truck yesterday. TTX does themselves a disservice by not correcting this error. While we're all human and we all make errors, correcting them is the moral thing to do. Thanks again for your help. It is very much appreciated.
