DanaB27
Expert Alumni

Get your taxes done using TurboTax

No, the summary screen show gross income, so it includes lines 2a-6a. Line 9 is the taxable part, so it uses lines 2b-6b.

 

And since you had the rollover in 2023, the distribution was include on line 4a but it wasn't taxable on line 4b. Therefore, the amount on the summary screen will show higher since it is showing gross income.

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