Why are 1040 Lines 4A and 4B different when 1099R Boxes 1 and 2 are the same?
There are no Roths or charitable contributions!
Check Form 8606. Prior year basis info?
Never any Nondeductible IRAs!
!!
OK
Data entry ?
Thanks.
Solution! Coding was in error on 1099R. Should have been Q for Roth part of IRA. Got a corrected 1099...
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