@joho3
Look at the Form 1099-R Summary in forms mode. Unless there's something you haven't told us, the amount of the distribution should be on lines 1, 2, 5, 8, and 10, and there shouldn't be anything else on the form. If there's anything on any other line, tell us what it is.
If the Form 1099-R Summary looks right, check to see if you have an override on 1040 line 4a or 4b, or both. You have to check on the "Form 1040 or Form 1040-SR Worksheet," not on Form 1040 itself. Right click the space for the amount on each line. If Cancel Override appears in the menu that pops up, click it to remove the override.
If you don't find an override on either line 4a or 4b, check to see if you have an override anywhere in your return. An override can cause the TurboTax calculations to break in unexpected ways, even if the override is in a place that you think has nothing to do with the problem. Occasionally people create an override accidentally by pressing Ctrl-D without realizing it.
Here's how you can find out if you have any overrides. On the Tools menu select My Tax Data. A window will open that lists all the entries in your return. Any entry that was overridden will say Overridden in the Source column. You can click on the heading of the Source column to sort on that column, so that any Overridden entries will be together. If there are Details or Import entries at the top of the list after you sort it, scroll down to see if there are any Overridden entries after the Details and Import entries. The item in the My Tax Data list tells you the form and line number that has the override. You can click on an overridden item, then click the Go To Form button at the bottom of the list to go to the form that has the override.
Remove any overrides that you find. After removing all overrides, see if you still have the problem.
To remove an override, click on the overridden entry, then either:
- Press Ctrl-D
- OR right-click the number and select Cancel Override on the pop-up menu
- OR on the Edit menu select Cancel Override.
