Retirement tax questions

It's almost impossible for us to figure out without actually seeing each tax preparation, and that cannot be done in this Public Forum.   (And you shouldn't trust doing so even if it was a private communication)

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What you could do is the following: Compare the two tax return 1040 forms side by side, and line by line, to see if that reveals something entered improperly on one vs the other.

 

1) IF you've paid software fees for both tax return files already, you can print them both out to compare.

or

2) IF you've paid for the software fees for just one of those tax return files, you can simply download a PDF and print out the forms and schedules.   Then you would log into the other file's account, get into that tax file, then use the Tax Tools menu on the left side to look at a copy of the form 1040 and schedules 1,2,3 to compare to your printed copy from the other account.

or

3)  If you haven't paid for the software for either account, then you might need tow computers to log into each account separately...then use the Tax Tools menu to bring up a copy of each 1040 and schedules 1,2,3 to compare line-by-line.  (I don't think you can bring up both on the same computer....perhaps, possibly, maybe using two entirely different browsers, but not in another tab on the same browser).

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*