1099-R box 1 values to appear in 1040-SR worksheet?

[mgfrobozz]

In form 1040, line 5a (pensions, and annuities) is blank.
The quick link takes me to line 5a in the 1040/1040-SR worksheet, which is also blank. 
The quick link takes me to both of the 1099-Rs. 
In each 1099-R, the amounts in boxes 1 (gross distribution) and 2a (taxable amount) are the same, and are correct. 

Do I need to hand-enter the sum in the worksheet? If not, how do I get TurboTax to add them and insert it in line 5a?

[DoninGA · Accepted solution]

If the distribution amount in box 1 of the Form 1099-R is the same as taxable amount in box 2a, then Line 5a on the form 1040 will be blank.  This follows the IRS rules as posted in the Form 1040 Instructions.

[mgfrobozz]

DoninGA, thanks ... it looks like the IRS instructions for 1040 line 5a changed since TY2022. I re-read the 1040 instructions (https://www.irs.gov/pub/irs-pdf/i1040gi.pdf), and "Fully Taxable Pensions and
Annuities" on page 27 back up that approach.

In my TY2022 taxes, prepared using 2022 TurboTax Deluxe, TurboTax inserted the sum of the 1099-R box 1 gross distributions (including the fully taxable ones) in 1040-SR line 5a.