@Critter#2 What is your professional tax program name? Are you saying it handles the case of two or more IRA and/or pension distributions by omitting the fully taxable ones from 4a, while adding the partially taxable ones, so that 4a has a dollar amount (not blank) that is less than 4b?
Some have reported that submitting a return with a 4a amount less than 4b causes no issues at the IRS, while others have reported that the IRS is rejecting and/or recalculating their returns, or requesting an amended return.
Also, some have reported here that H&R Block, TaxSlayer, and even the IRS web site handle multiple IRA/pension distributions by putting the total gross on 4a, so that it is never less than the taxable portion on 4b.
One more question: Since you and the IRS know "what belongs on line 4 both parts", please tell us exactly what that is. We know that 4a is labelled "IRA's, pensions, and annuities", but apparently you think it doesn't really mean it.
