The withdraws totaled approximately $42,000. The BOA 1099-R shows $25,079 distribution 0.00 taxable amount. The Merrill Lynch shows $25,005 with $6,083 Federal tax withheld. The second BOA 1099-R shows $16,698 distribution with $3,340 Federal tax withheld. If I enter all 3 into Turbo Tax it totals an income that is not correct and I owe additional state tax.
Do I just ignore the form from Merrill Lynch and not enter it since it shows 0.00 taxable ?
