topic how to find out why my 2024 pension1099-R box 2a (taxable amount) that I entered in Turbotax is much smaller than line 5b (taxable amount)? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/how-to-find-out-why-my-2024-pension1099-r-box-2a-taxable-amount-that-i-entered-in-turbotax-is-much/01/3712670#M252995 Thu, 20 Nov 2025 11:23:06 GMT mwchoh 2025-11-20T11:23:06Z how to find out why my 2024 pension1099-R box 2a (taxable amount) that I entered in Turbotax is much smaller than line 5b (taxable amount)? https://ttlc.intuit.com/community/retirement/discussion/how-to-find-out-why-my-2024-pension1099-r-box-2a-taxable-amount-that-i-entered-in-turbotax-is-much/01/3712670#M252995 Thu, 20 Nov 2025 11:23:06 GMT https://ttlc.intuit.com/community/retirement/discussion/how-to-find-out-why-my-2024-pension1099-r-box-2a-taxable-amount-that-i-entered-in-turbotax-is-much/01/3712670#M252995 mwchoh 2025-11-20T11:23:06Z Re: how to find out why my 2024 pension1099-R box 2a (taxable amount) that I entered in Turbotax is much smaller than line 5b (taxable amount)? https://ttlc.intuit.com/community/retirement/discussion/re-how-to-find-out-why-my-2024-pension1099-r-box-2a-taxable-amount-that-i-entered-in-turbotax-is/01/3712712#M252996 <P>do you have a second 1099-R?&nbsp; Any 1099-R form WITHOUT the check mark next to Box 7 should sum to Line 5b.&nbsp; Any 1099-R form WITH a check mark next to Box 7 should sum to Line 4b.&nbsp;</P><P>&nbsp;</P><P>I suspect you have multiple 1099-R forms.&nbsp; Or you entered a 1099-R phantom form that should be not entered,&nbsp;</P> Thu, 20 Nov 2025 17:01:59 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-to-find-out-why-my-2024-pension1099-r-box-2a-taxable-amount-that-i-entered-in-turbotax-is/01/3712712#M252996 NCperson 2025-11-20T17:01:59Z