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Get your taxes done using TurboTax
Yes lines 4a and 5a can be less than the taxable amount on the b line. If any of the 1099R has the same amount for Gross and Taxable. Then that gross amount is not included in 4a/5a. It looks at each 1099R separately. So you can end up with weird amounts.
Here are the 1040 instructions for line 4. Line 5 is the same way.
‎January 28, 2023
8:48 AM