Hi Bill,
thanks for the quick reply, based on last years tax filing by a CPA who simply over wrote 5b to zero left me with a small tax bill of $315.
Using turbo tax with the same numbers but adding in a negative other income of -$15565 (to cancel out SS income) takes me below $24400 AGI and I get a refund of $1050 (basically the tax I had pre-paid on my 401k disburements).
So I figure something is wrong if I go from tax owed to tax refund !
If I don't overwrite 5b I get a refund due of $414 but clearly should be higher as I'm being taxed on my SS benefit.
Regards Tim
