....This explanation was not useful to you?
If you have more questions, you can explain your 1099-R income sources, and perhaps we can lead you thru it (though it can get messy in a forum like this)
part 3 explains how "some" can come out of line 9, and another 6000 out at line 21...but only if you have a military or IPERS 1099-R form...and enough total 1099-R income such that there is at least 6000 remaining in line 9 (per person over age 55)
Thank you for taking all the time to answer. The explanation was useful, & I agree with it. What I'm struggling with is why the turbotax software seems to disagree with both of us. I want to know if I mis-typed something, but if I did, it must have been something not very obvious. On the other hand, there must be thousands of folks that would have encountered the same error (if it is a software error), so I would have expected a correction to have been made by now. The program seemed to take the exclusion correctly in previous years.
Well...i'm not sure which software platform you are using, but I'm using Windows Desktop software adn it operates properly.
What are you using? a) Online software thru a Browser?
.....OR b) the Desktop software on your MAC?
(I can only test the Online software as I don't have a MAC...and I can't fully see the Online IA forms..but might be able to figure out if it is doing it right)
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Beyond those, you could check your interview at step #3 and see if you went in yourself and put in a 6000 deduction in there..you are not supposed to do that yourself. (but did you actually have an IPERS 1099-R or Military 1099-R form?)