Retirement tax questions

Yes, it's a CSA 1099-R from OPM.

 Yes, there is an amount in Box 5

Box 2a is less than Box 1. Because some of my income was already taxed (that basis is the amount in Box 5). I checked last years return same thing. So when asked about that I select "Yes, the taxable annuity amount was used as the taxable amount."

When done... it still says "Needs review". I'm perplexed and unfortunately the TurboTax expert was as well...