Line 5a&5b

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

Level 15

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.

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Level 2

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

Level 15

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.