Line 5a&5b

[Foxjaca33]

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

[JohnB5677]

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:

• Box 1 - Gross distribution
• Box 2 - Taxable amount.

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

[Foxjaca33]

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

[JohnB5677]

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 

1. Select Federal 
2. Wages & Income 
3. Select Wages and Salaries, or Revisit 
4. Scroll to Retirement Plans and Social Security
5. 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
6. At this point you can edit an existing document of [Add another 1099-R]
7. If a new 1099-R continue to Let's import your tax info
8.  You can import by selecting your provider 
   1. Follow the instructions
9.  or [Change how I enter my form]
10. [Type it Myself]
11. Review what is posted in TurboTax and compare to your document.