kdishmael
New Member

Retirement tax questions

Thank you macuser_22!  I had inadvertently entered into TurboTax that the IRA/SEP/SIMPLE box was checked when in fact it was not checked on the 1099-R and continued to overlook that I had checked the box.  That little oversight was what was causing the issue.  TurboTax now gives me the same numbers as I have calculated manually.  Thanks to you and all who provided comment to my question!