This is exactly correct, unlike the answers being given by several other "experts" that claim the it's OK for Line 4a to be less than Line 4b. This problem is caused by a broken link in the TurboTax worksheet "1040 Wks". The broken link is between Line 4 (Pensions and Annuities) and its data source (line 25 of the TurboTax worksheet named "1099-R Summary"). Telling people it's OK or normal for the gross amount to be less than the taxable amount is wrong. TurboTax needs to fix this, period. My question is, does anyone know for certain that they are planning to fix it?
