@bryce_in_tx
The 5a and 5b tat some folks may refer to are not the boxes on the 1099-R, but are the line numbers on your form 1040. IF it goes thru properly, line 5b on the 1040 will be lower than line 5a by the difference between boxes 1 and 2a on that 1099-R. Of course, line 5a and 5b may include other 1099-R dollars so it may take some adding up to figure what the numbers are actually coming from.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
