Thank you. Line 5a is correct. It includes the full amount of the direct rollover. The problem is that Line 5b is not 0 and it should be for a direct rollover. I've checked the answers to all of the questions after entering the 1099-R info and they are correct. I even tried answering each question differently, one at a time, and holding the other answers constant, but there was no change in the outcome. The program still included the full amount in Line 5a but not a 0 in line 5b.
I'm not sure what to do next.
