Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be > 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.

[Bamboo]

@avian99 I think there are at least 3 people commenting here about the IRS adjusting their returns because line 4b was more than 4a. Now they have to deal with sending erroneous refunds back etc. Yes TT should fix this.

[iamwhoiam]

@d2richland  So I probably should keep the IRA/SEP box unchecked.  It doesn't change anything for me except the amount in line 4a.  It's too bad that this hasn't been resolved but seems that TT doesn't think it's an issue.  
In addition to the 4a-4b mess, TT also added forms that I didn't need and this was before I unchecked that box.  Added the business expense form (don't have any of those), HSA form (don't have that) and Alternative Minimum Tax Credit form. I don't know why that happened but I deleted the forms.  Didn't change my refund amount.
 Has anyone talked to a rep from the IRS to get more info?  Have people received refunds with 4b being greater than 4a?  It's confusing.

[Bamboo]

@avian99 First make sure you have the most recent update. See Steve's comment here.
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/4576126-one-of-my-1099-r-amounts-is-not-being-added-to-line-4a-of-...>

If it were me I would overstate the gross distribution by $1 instead of unchecking the box but if that works for you ok. I do hope it's fixed though.

[iamwhoiam]

@d2richland  I saw Steve's comment but I have the latest updates and there is no difference for me.

[iamwhoiam99]

I'm having the same issue with 4b more than 4a.  Should I file the return like that, wait for a fix, or remove the tick mark from that IRA/SEP box like other people have done? Thanks.

[Barry-from-WI]

FWIW, I filed about a month ago - with 4a less than 4b. The return was accepted, processed by the IRS, and a refund issued (no changes from what I filed).

[pauln]

I have also filed, with 4a less than 4b.  It should not cause a problem.  

[pauln]

TT needs to fix the discrepancy

[iamwhoiam99]

Thanks for the replies.  @Barry @pauln I assume you filed electronically or did you paper file?

[frankbaumert]

I used eFile thru TT.

[Barry-from-WI]

Electronic for me.

[iamwhoiam99]

Thanks @Barry @frankbaumert  Worked for one but not for the other.  Still not sure how I am going to file.  Found issue discussed in other forums by professional preparers using TT and also TaxWise.

[pauln]

I filed electronically thru TT; refund received.

[iamwhoiam99]

Thanks @pauln

[Mike-262]

thanks