@DaveF1006your comments were helpful. I did finally resolve this issue slightly differently.On the TT EasyStep question shown below, I put in the difference bet...
@AnnetteB6@dmertzDigging a bit deeper, it appears to me that TT is double counting the taxable distribution from my 401(k).My 1099-R from Empower has an amount ...
I did delete the 1099-R and re-entered to no avail.On this 1099-R (from Empower), my box 2a is a lot less than the difference box 1 and box 5.There is an amount...
Hi Annette,After looking into this issue further, I was able to determine that TT is not correctly handling 1099-R's with the IRA/SEP/SIMPLE box unchecked (ie, ...
