g8614g
Level 2

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.

0 Cheers