Ok, I have a 1099-Q none of which should be taxable. I keep getting error messages that my CA doesn’t match with my federal because ATX keeps pulling part or all of the distribution as taxable. I cannot figure out what I have to plug in where to make the damn distribution not taxable.
$1683 is the earnings. I’ve put everything from $1683 to various amounts deemed taxable on the Ed worksheets in both the books line and the 1099-Q lines and cannot get this to work out. I am using ATX Advantage. Can anyone help?