Re: Is it possible for the taxable total shown on the 'retirement income results' page to be greater than the 'total' retirement income?

Is it possible for the taxable total shown on the 'retirement income results' page to be greater than the 'total' retirement income?

the summary of my pension and annuity distributions shows the taxable amount to be greater than the total amount. IS this an error or is this somehow possible?

posted

Yes it is possible if you have more than one 1099-R and one is all taxable and the other is partly taxable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**