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Retirement tax questions
avian99 and Steve - I downloaded all fixes yesterday and the "issue" of line 4a and 4b still exists in my version. I did the test of changing the taxable pension on line 2a to something less than line 1 of the 1099-R and then 1040 shows totals of both IRA and pensions (ie partially taxable pension). But as of now I think that TT is still working as the IRS has documented in their 1040 instructions (ie fully taxable pensions are not included in line 4a, only the taxable portion in 4b of 1040). Finally if you take a look at your 2017 1040 there were lines 15a and b and 16a and b. Line 16 for pensions also did not include fully taxable pensions on 16a, so that's the same as not including on 4a for 2018. I file this way and my refund should be here by Tuesday.
‎June 4, 2019
12:25 PM