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Retirement tax questions
The 5a and b that I want you to look at are on your 1040 not the 1099-R. You will find that TurboTax handled the amounts correctly. The reason for the different amounts on your 1099 box 1 and 2a is that the difference is the amount in box 5 which is a deduction for you.
March 19, 2025
7:42 AM