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Pay attention, I'll teach you some basics about TurboTax.....  The TurboTax application creates and saves by default a proprietary file that can only be opened by the specific TurboTax application. At some point you have the option to print out the tax return from within the application. One of the options is to print to a PDF file, so now you know about the PDF file creation. As for the application, it's my business what I choose to do with it. As it stands now, TurboTax has violated the license agreement by disabling the application proving itself a dishonorable company and not trustworthy.

Combined income under $25,000 (single) or $32,000 (couple): Benefits are not taxed. Combined income of $25,000 to $34,000 (single) or $32,000 to $44,000 (couple): Up to 50 percent of benefits can be taxed. Combined income above $34,000 (single) or $44,000 (couple): Up to 85 percent of benefits can be taxed.

You can't enter a 1099-R for 2024 in your 2023 tax return. If Fidelity reported it as a 2024 distribution you have to enter it in your 2024 tax return. Why did Fidelity report it as a 2024 distribution? Did you submit the order at the end of December 2023 and it didn't get processed until January? Check your statements covering December 2023 and January 2024. What date does the statement show for the distribution? The date that matters is when the distribution was actually paid out, not the date that you submitted the order.   If you sold securities in an IRA and distributed the cash proceeds, the cash might not have been distributed until the business day after the sale.  

baldietax,   Thanks for trying to help me.   Please read my response to fanfare.  I addressed almost everything you also posted.   (1)  I don't see any choice to attach anything to a response.  Please inform me how.   (2)  I'd have to attach both my 1099-B & the Excel spreadsheet.  That's rather unsafe, as they contain personal information.   (3)   The magnitude in terms of all you listed are large - number of sales, proceeds/cost/gain and difference vs. the brokerage 1099B, especially with the duplications.  I've experimented with deleting the duplicates, but it's hard to explain how this is not only difficult & time-consuming to do, but it doesn't contain the right monetary figures - so, GARBAGE IN - GARBAGE OUT.