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Retirement tax questions
Yeah...on the surface of it, it does look screwy....
1) ..but, does the $164k in line 5b look to be approx. correct? Some of the IRS rules are screwy, where sometimes the Distribution is not included in line 5a if it's all taxable. We all wish that the IRS would just make it a rule to always include the gross distribution in 5a, and stop confusing us all.
...OR...
2) Any chance you had a Covid19 Disaster distribution a couple years ago where you are reporting 1/3 of it this year? (I'm not sure how that is recorded&displayed, not having that situation myself)
...OR....
3) Let us know what is in boxes 1 and 2a, and box 7 code of each 1099-R, and we can test to see what happens. IF 2a is blank or not determined (or CSA- or CSF-1099-R from OPM), then even that may not be enough to test out. IF a rollover was done with any (to IRA or Roth IRA??), then that info is critical too.
...OR...
4) Diagnostic file...as @DanaB27 suggested, to let the TTX staff look at it.
..OR..
5) Delete all 1099-R forms and start over?
_______________
Also, if using Desktop/download software...hope you are not making your entries on the 1099-R in Forms Mode....messing around in the area below box 19, while in Forms Mode, can result in unintended consequences unless you are a fully knowledgeable expert about what entries are really required "down there".