A difference in Form 1040 line 4a and 4b indicates that the Form 1099-R may have been entered incorrectly.
Go back through your Form 1099-R screens to be sure that there was not an error entering either box 1 or box 2a. Additionally, be sure to go through all follow-up questions after the Form 1099-R entry screen to double-check those answers as well.
Use these steps to get back to the Form 1099-R entry screens:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
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