Box 9b of the 1099-R is used to calculate box 5.
- You were correct to post Box 2 as Box 1 reduced by Box 5, but do not do the simplified method on Box 9b.
- If you follow the posting from year to year the amount on box 9b should be reduced by Box 5.
See instructions for Box 5 and Box 9b in Instructions for Forms 1099-R
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