Volvo Girl:
Thanks for replying. No, there is no "rollover."
5b does not equal 5a (nor should it).
The values from the 1099R forms are for box 2a.
I've already accounted for an IRA distribution on line 4a; all other distributions are on line 5a.
The codes in box 7 of the 1099Rs are all "7" except for the IRA distribution, which is correctly accounted for on line 4a of the 1040.
