nmartens
Returning Member

Line 5a on 1040-Pensions and annuities

I hope I'm wrong about this but here goes.

 

I'm on the 'Your Income Summary 2024' page.

 

In the 'Retirement plans and social security' section.

 

The 2023 column shows $3,126 while the 2024 column shows $56,067.

 

When I expand (clicking update) the 401k line it shows my 1099-R entries.  They add up to the $56,067.

 

When I go to the print center and view my 1040, line 5a (pensions and annuities), line 5b (taxable pensions and annuities) shows $3,126.  Strange that it would be the exact amount from the previous year.

 

Is this an error?

 

Thank you.