there is an error in the program producing an error on Lines 5 and 5a of the 1040. How do I get this corrected?

[Punxsypape]

Line 5 is not pulling the number from the 1099-R and is inserting an incorrect number in Line 5a. It should be zero because the 1099-R shows a rollover and no tax

[Vanessa A]

What is the code in box 7 on your 1099-R?  What is showing on line 5b?

The amount on 5a should be the amount that was rolled over.  The amount on line 5b is what is included in your taxable income.  So if line 5b is $0, and the entire amount was rolled over, then this is correct. Whatever is on line 5a, is NOT included in your taxable income.  It is just being reported to the IRS as a non taxable amount. 

[DoninGA]

Is there a code G entered in box 7 of the form 1099-R?  If so, once you have completed entry of the 1099-R there will be a series of screens.  Did you indicate that this amount was moved tp a Roth 401(k), Roth 403(b), or a 457(b) plan?  If not, then the amount of the distribution would be entered on the Form 1040 Line 5a and the box for Rollover will be checked.

[dmertz]

If the taxable amount of the rollover is zero, line 5a is required to include the gross amount of the distribution.  The amount present on line 5a has no effect on the rest of the tax return.  It's only there to inform the IRS that you entered all of your Forms 1099-R that report income from employer plans and annuities and that some of that income is nontaxable.

[Punxsypape]

Thank you. Line 5a is correct. It includes the full amount of the direct rollover. The problem is that Line 5b is not 0 and it should be for a direct rollover. I've checked the answers to all of the questions after entering the 1099-R info and they are correct. I even tried answering each question differently, one at a time,  and holding the other answers constant, but there was no change in the outcome. The program still included the full amount in Line 5a but not a 0 in line 5b.

I'm not sure what to do next. 

[BillM223]

"because the 1099-R shows a rollover and no tax"

Please tell us HOW the 1099-R shows a rollover. You are describing a simple case, so there is some piece of information very obvious to you (who can see your forms) that is eluding us.

Also, I am curious...what is the number in 5b? Is it less than 5a? the same? Did you have any other 1099-Rs?

Also, what type of account are you distributing from with this 1099-R (IRA, 401-K, Roth, etc?) and to what type of account are you rolling this over to?