@VolvoGirl If you have followed this chain along after your answer that began "The word from the Turbo Tax Moderator is...."
You will see that I have finally gotten through to macuser_22 on this subject. The issue is with multiple distributions where some are taxable and others are not. The Turbo Tax Moderator and you keep referencing the instructions for when all distributions are fully taxable.
Please read the entire chain here and then report the problem as well. Or tell me how to contact someone at TurboTax that has the knowledge to discuss this topic and the authority to fix it.
The worksheet that is new for this year (1040 Wks) is in bad shape (broken links to data sources and incorrect references to the new Form 1040 Line numbers.)
That appears to be the root cause of the amount on line 4a being smaller than the amount on LIne 4b, which can't reasonably be the intent of the IRS on this new Form 1040.
