My 1099R shows that the taxable amount was $14,000 and the tax withheld was $2,100. On the 1040, it shows on line 4b that the taxable AMOUNT was $2,100, not the $14,000. The 1099R was imported from the Merrill Lynch website directly and appears to me to be imported correctly on the 1099R worksheet. I believe I'm looking at having to file an amended return, and most likely pay the difference. But, I don't know how to amend my Turbo Tax return to get the correct result. Am I going to have to do it manually and not through the software? This seems that it should fall under the 100% accuracy guarantee also. I don't have a notice from the IRS, but something is wrong with the mapping/processing of the information it appears. Thank you!
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