Retirement tax questions

Delete both 1099-R's and re-enter using the actual forms.   After entering one, use the "add another 1099-R" button.

 

The 1040 form line 5a & 5b should show the total of both and should be what you actually received.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**