Retirement tax questions

what matters is what is posted on lines 15a and 15b

 

for EACH 1098 you received, can you please provide

     a) is there a taxable amount in box 2a?

   b) what are the distribution codes in Box 7? 

   c) is there an X in the IRA / SEP  in box 7?

 

 the sum of the taxable amounts in Box 2a should match line 15b .  Does it? 

 

remember that TT will cover any penalties and interest if there is a software issue but you still are responsible for the tax.  However, if there was an input error (which is why I ask you to post the detail above), they will not take responsibility.