More about form 1099R box2a for 2024

[yc10402024]

I am doing 2024 1040 tax return using Turbo Tax Desktop. My form 1099R has both box1 and box2a filled.  I reported both amounts and plus box5 amount and box 2b without checked.   I thought Turbo tax should pick up box2a amount. I only see Turbo tax picked up the box1 amount, and on the 1040 form or the other forms I do not see any item has box2a amount or box5 amount. I am wondering if I am paying tax for box1 amount not the box2a amount. which means I am paying the extra amount tax for box5 amount.  I appreciate the help.

[Bsch4477]

What do you see on 5a and 5b of your 1040?

[yc10402024]

Thanks for your attention. box 1  "$45212.36", box 2a "$44858.88", box2b 2 check squares are emperty, box3 zero, box4 "$3399.07", box 5 "$353.48", box 6 zero, box7 is "7" the rest are are either zero or emperty.  There is no 5a or 5b . This is a 401K  RMD distribution 10099R.

[Bsch4477]

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. 

[yc10402024]

Sorry for my misunderstanding.   Yes, I looked at the 1040 form TurboTax generated.  on the 4a and 4b are having the same amount  no seeing any deduction. I believe TurboTax put on the 4a and 4b. on the 5a and 5b  which are the other 401K RMD distribution only have 5b amount  5a is emperty which is correct. So that is why I am thinking TurboTax missed the deduction.

[yc10402024]

Bsch4477,  Your message gave me some lights, Why this 401K RMD was not post on 5a 5b but 4a 4b  It must be starting from the initial data input.  which was loaded from the institutal operation services. Since there were some missing during the download process. I had to manally added data. I compared all retirement 1099R  forms It appears no any visiable difference. I tried to reinput this RMD under several 1099R forms came from different instituts, finally one form make it move to 5a and 5b  and the correct taxable amount is post. The problem is solved.  In fact I really do not know what was the exact root cause. At least it is working now.  Thank you so much for your help.