g8614g
Level 2
04-12-2025
05:01 PM
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Thank you for your reply.
I did the math and the results comply with your formula which resulted in higher taxes due and therefore, I am questioning how the worksheet did the math.
On form 8606 lines 13 and 15c have an asterisk which states that the tax due is from " IRA Distribution worksheet (per IRS Pub. 590-B". Thus, the program entered a lower tax due.