sganiy
New Member

Retirement tax questions

Thank you for your quick response.  I double checked the 1099R and the amount is only entered once.  The reason I now think this is a Turbotax error is that I had worked on my 2018 return in July and set it aside.  At that time the taxable IRA was correct and showed 1/3 of the total in line 4b.  I made a pdf of the tax return and set it aside.  I restarted working on it in late august, Turbotax made some automatic software updates and then the numbers dramatically changed (i.e. 1 and 1/3 of IRA showing on line 4b), my refund dropped considerably.  The only thing that seems to work is if I delete the 1099R and manually enter the IRA amount in form 8915B.