Turbo Tax online shows "Retirement income results" distributions. "Traditional and Roth" row and "Pension and annuity" row. Numbers are flipped. Software glitch?

[josephbrochu]

All 1099-R entries verified. Why is the Annuity number in the Traditional IRA row and the the 401k number in the Pension and annuity row? Will that cause a reporting problem?

[JohnB5677]

Yes, that could be a problem.  I suggest you confirm what is posted to your tax return lines 4a and 5a.

From the left sidebar

1. Select Tax tools
2. Hint: You may have to minimize the Federal and State selections
3. Click Tools
4. A Menu will pop up
5. Select View tax summary
6. On the left panel click Preview my 1040
7. 4a - IRA distributions
8. 5a - Pensions and Annuities

You've stated that you double checked the posting of the 1099-Rs.

If 4a and 5a are incorrect, please check it again.

I've not seen this issue before.  If it does please contact me at @JohnB5677  

[josephbrochu]

Thank you. I checked again and did notice that the 1099R with the IRA / SEP / SIMPLE box checked is and that taxable amount is on line 4b. The other two 1099R's (one 401k distribution and one Roth 401k distribution) do NOT have the IRA /SEP / SIMPLE box checked and the total of those two amounts are on line 5a (gross) and 5b (taxable). I'm thinking that check box determines which line 4 or 5 they end up on?

[dmertz]

Correct.  If you marked that box on TurboTax's 1099-R form in agreement with the marking on the Forms 1099-R provided by the payers, the amounts are being reported on the correct lines.  Apparently your annuity is an IRA annuity required to be reported on lines 4a/4b.  The 401(k) distributions are considered to be pension distributions (not IRA distributions), so they go on lines 5a/5b.