https://ttlc.intuit.com/community/taxes/discussion/there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get-this/01/3787949#M1408625 Line 5 is not pulling the number from the 1099-R and is inserting an incorrect number in Line 5a. It should be zero because the 1099-R shows a rollover and no tax Thu, 19 Feb 2026 14:37:06 GMT Punxsypape 2026-02-19T14:37:06Z https://ttlc.intuit.com/community/taxes/discussion/there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get-this/01/3787949#M1408625 Line 5 is not pulling the number from the 1099-R and is inserting an incorrect number in Line 5a. It should be zero because the 1099-R shows a rollover and no tax Thu, 19 Feb 2026 14:37:06 GMT https://ttlc.intuit.com/community/taxes/discussion/there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get-this/01/3787949#M1408625 Punxsypape 2026-02-19T14:37:06Z https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-g/01/3787997#M1408649 <P>What is the code in box 7 on your 1099-R? &nbsp;What is showing on line 5b?</P> <P>&nbsp;</P> <P>The amount on 5a should be the amount that was rolled over. &nbsp;The amount on line 5b is what is included in your taxable income. &nbsp;So if line 5b is $0, and the entire amount was rolled over, then this is correct. Whatever is on line 5a, is NOT included in your taxable income. &nbsp;It is just being reported to the IRS as a non taxable amount.&nbsp;</P> Thu, 19 Feb 2026 14:55:15 GMT https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-g/01/3787997#M1408649 Vanessa A 2026-02-19T14:55:15Z https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3787999#M1408650 <P>Is there a code G entered in box 7 of the form 1099-R?&nbsp; If so, once you have completed entry of the 1099-R there will be a series of screens.&nbsp; Did you indicate that this amount was moved tp a&nbsp;<SPAN>Roth 401(k), Roth 403(b), or a 457(b) plan?&nbsp; If not, then the amount of the distribution would be entered on the Form 1040 Line 5a and the box for Rollover will be checked.</SPAN></P> Thu, 19 Feb 2026 14:56:34 GMT https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3787999#M1408650 DoninGA 2026-02-19T14:56:34Z https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3790406#M1409610 <P>If the taxable amount of the rollover is zero, line 5a is required to include the gross amount of the distribution.&nbsp; The amount present on line 5a has no effect on the rest of the tax return.&nbsp; It's only there to inform the IRS that you entered all of your Forms 1099-R that report income from employer plans and annuities and that some of that income is nontaxable.</P> Fri, 20 Feb 2026 13:58:54 GMT https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3790406#M1409610 dmertz 2026-02-20T13:58:54Z https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3790424#M1409618 <P>Thank you. Line 5a is correct. It includes the full amount of the direct rollover. The problem is that Line 5b is not 0 and it should be for a direct rollover. I've checked the answers to all of the questions after entering the 1099-R info and they are correct. I even tried answering each question differently, one at a time,&nbsp; and holding the other answers constant, but there was no change in the outcome. The program still included the full amount in Line 5a but not a 0 in line 5b.</P><P>I'm not sure what to do next.&nbsp;</P> Fri, 20 Feb 2026 14:04:48 GMT https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-get/01/3790424#M1409618 Punxsypape 2026-02-20T14:04:48Z https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-g/01/3796428#M1411988 <P>"<SPAN style="background-color:rgb(255,255,255);color:rgb(45,51,56);font-size:13px;"><I>because the 1099-R shows a rollover and no tax</I></SPAN>"</P> <P>&nbsp;</P> <P>Please tell us HOW the 1099-R shows a rollover. You are describing a simple case, so there is some piece of information very obvious to you (who can see your forms) that is eluding us.</P> <P>&nbsp;</P> <P>Also, I am curious...what is the number in 5b? Is it less than 5a? the same? Did you have any other 1099-Rs?</P> <P>&nbsp;</P> <P>Also, what type of account are you distributing from with this 1099-R (IRA, 401-K, Roth, etc?) and to what type of account are you rolling this over to?</P> Mon, 23 Feb 2026 19:31:56 GMT https://ttlc.intuit.com/community/taxes/discussion/re-there-is-an-error-in-the-program-producing-an-error-on-lines-5-and-5a-of-the-1040-how-do-i-g/01/3796428#M1411988 BillM223 2026-02-23T19:31:56Z