PJP
Level 2
02-23-2022
02:07 PM
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Same. The Total does show up if there was an amount on line a. All partially taxable distributions from IRA and Pensions will have an amount on line a - so if it shows $0, the client did not do the deferral.
I also realized that some of the distributions were from pensions, so I added columns for Total Pensions and Taxable Pensions as well.
Sorted by amount. It is easier to see those where the taxable is less than the Total.