Form 1099-R Summary

Lines 6 through 11
The explanation for the section shows that Line 10 equals "The sum of lines 6, 7, 8, 8a, 9, and 9a taxpayer column"
Line 10 is supposed to be the "Taxable amount included on Form 1040, line 15b"
Line 10 should be line 9 minus line 9a to arrive at the taxable amount to b transferred to Form 1040, line 15b for those opting for the pay 50% in 2011 and 50% in 2012.
Thanks for your help
    I'm not exactly sure what your question is or what form lines you are referring to.  However, TT is aware of an error in the Social Security Worksheet as it relates to Traditional IRA to Roth IRA conversions that occurred in 2010 where the inclusion in taxable income was deferred to 2011 and 2010.  See:
    • Please keep in mind that we can't see your screen or your tax return. If you think something is not right, you have to include in your post all the details of what you are seeing.
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