topic Re: Line 5a&5b in Get your taxes done using TurboTax

Line 5a&5b

Foxjaca33 — Mon, 23 Feb 2026 12:44:04 GMT

Hello question please on my tax return line 5a says 22,653 but line 5b says 37,020 I don’t understand

JohnB5677 — Sun, 12 Feb 2023 13:08:55 GMT

It sounds like you're looking at your 1040. Is that correct?

Box 5a is total pension withdrawals, and 5b is the taxable amount.

In this case you are correct; 5a should not be larger than 5b.

I suggest you go back to your source documents and double check the posting of all of your 1099-R's.

Pay close attention to:

If this does not resolver your problem, please write back and try to provide additional details.

Foxjaca33 — Sun, 12 Feb 2023 15:25:53 GMT

hi 5a is $22,653, and 5b is $37,020

JohnB5677 — Sun, 12 Feb 2023 16:20:55 GMT

Hi, @Foxjaca33, I understand that Boxes 5 a&b look inconsistent. I agree!

Did you go back to the source document and confirm how it was posted. I'm guessing you got a 1099-R.

Go into the program and follow these steps to see what is posted,

On sidebar

Select Federal
Wages & Income
Select Wages and Salaries, or Revisit
Scroll to Retirement Plans and Social Security
Select the type of income
1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
2. Social Security (SSA-1099, RRB-1099)
3. Canadian Registered Pension Income
At this point you can edit an existing document of [Add another 1099-R]
If a new 1099-R continue to Let's import your tax info
You can import by selecting your provider
1. Follow the instructions
or [Change how I enter my form]
[Type it Myself]
Review what is posted in TurboTax and compare to your document.