@avian99 OK, I corrected the instructions to add the Line 8/10 overrides. As far as TT working per the Knowledge Base, the problem is that it doesn't recognize that a single IRA and a single pension is now a multiple distribution, since they are combined on a single line. It's really simple: Line 4a should be blank if all IRA and all pension distributions are fully taxable, and in all other cases 4a should show the total gross distributions for both IRA'a and pensions.
Put another way, Line 4a (gross) should be either blank or larger than 4b (taxable). It should never be the same amount or smaller. That's just elementary sanity, no matter what interpretation you have of the instructions.
