- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
It sounds like you're looking at your 1040. Is that correct?
Box 5a is total pension withdrawals, and 5b is the taxable amount.
In this case you are correct; 5a should not be larger than 5b.
I suggest you go back to your source documents and double check the posting of all of your 1099-R's.
Pay close attention to:
- Box 1 - Gross distribution
- Box 2 - Taxable amount.
If this does not resolver your problem, please write back and try to provide additional details.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 12, 2023
5:08 AM