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Question on federal 1040 1099R Summary form

Can someone please tell me why on my 1099R summary form from my 1040 Federal, why on line 26A (Pension and annuities, taxable) is populated with the amount of my total distribution, when the amount off my 1099R for box 2a is ZERO? This was a distribution and direct rollover to a Traditional IRA.  On the next line the money is subtracted out, so it's a wash.  Does it matter, or do I have to change anything? Thanks.

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2 Replies

Question on federal 1040 1099R Summary form

1099-R Summery is a worksheet, don't worry about it unless the bottom line is wrong. 

Question on federal 1040 1099R Summary form

If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it’s right. 

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