Retirement tax questions

@steve

If your pension were fully taxable, you would see the error others are complaining about.  Specifically, Line 4a (gross) would show an amount smaller than the amount on Line 4b (taxable).  Some users are reporting that the IRS is rejecting their return or recalculating their taxes when they submit a return with this error.  

I wish others (not you) would quit going on about how the IRS instructions say that Line 4a can be blank, if the distributions are fully taxable.  We know that.  That is not what this is about.  This is about the case where some distributions are partially taxable and others (specifically pensions) are fully taxable.  That is the case where TT puts a smaller amount on Line 4a than on Line 4b.