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Get your taxes done using TurboTax
The IRS instructions for lines 5a and 5b produce confusing results when multiple Forms 1099-R are involved. Fully taxable distributions that are not rolled over are to be included only on line 5b, not on line 5a. Combine this with a taxable rollover that must be included on both line 5a and 5b and you can end up correctly seeing line 5b greater than line 5a. My reply addressed entering only a single Form 1099-R, one for a taxable rollover to a Roth account.
‎January 27, 2023
1:52 PM