TurboTax obviously interprets that to mean if you must "Figure the taxable amount of each distribution" then the entire amount must not be taxable. If box 2a is the same as box 1 then there is nothing to "figure" so it follows the rules to leave box 4a blank.
And as I said before, that is under in the IRA rules section on page 29 of the instructions. The pension and annuities section is separate on page 30 and has no similar statement. You don't look in the IRA section for the pension rules.
The IRS need to clarify those convoluted rules because we can all read them differently.
So long - moving on.....
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
