Turbotax entry for my 1040 line 5a doesn't match what I entered from my 1099-R

[sammyjohnmi]

This question is from my 2022 return. My 1040 line 5a value not represent what is on my 1099-R line 1 as the 1040 instructions indicate it's supposed to. It's not a problem as the taxable amount on 5b is correct. My 1099-R has the same values for box 1 & 2a. (1-Gross distribution & 2-Taxable amount). What is on my 1040 line 5a is more. I understand that what ends up on line 5a on the 1040 form comes from the 1099-R worksheet which I've also looked at. The higher number is on line 22( & 25) of the 1099-R worksheet under Pensions and Annuities section. Where does this number come from? I used the downloaded Turbotax 2022. It's not a problem for me as the taxable part is correct. Thanks.

[dmertz]

Line 5a being more that the amount from box 1 of the Form 1099-R implies that you have entered more Forms 1099-R than just the one you have mentioned here.  If you are married filing jointly and your spouse received a Form 1099-R, make sure that you've marked that Form 1099-R as belonging to your spouse.  If you also have an IRA distribution, make sure that it appears in the IRA section a not in the Pension and Annuities section.  (A distribution from a traditional IRA must have the IRA/SEP/SIMPLE box marked on TurboTax's 1099-R form in agreement with the marking of this box on the Form 1099-R form the payer.)

Since you are apparently using the CD/download version, in forms mode you can right click on the amount on line 22 of the Form 1099-R Summary and click Data Source to see the Forms 1099-R that make up the total.

[VolvoGirl]

How much more is line 5a?  It's common for 5a to be less than 5b but not more.  I would check your entries, you may have typed box 1 wrong.  I would delete that 1099R and re enter it.  

FYI - If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again.   So be sure to go all the way to the end of the 1099R section.

[sammyjohnmi]

I don't understand this. 5a is supposed to be the gross distribution amount. 5b is supposed to be the taxable amount.

[sammyjohnmi]

Thanks for the answer. I did enter 1099-R data for both my spouse and I and the data for both of use show up in the correct individual columns of the correct section of the worksheet.  I found where the increased Line 22 value comes from. There's entries on line 42 of the Non-Taxable Distributions for Sales Tax Deduction section of the worksheet. When these respective values are added to the respective 1099-R box 1 (& 2a) amounts, the respective line 22 amounts appear. I don't know where these Non-Taxable Distributions for Sales Tax Deduction numbers come from but I'll do some investigation. It's not really a problem as the taxable amounts are okay and no need to use up any more of anyone's time on it.

[dmertz · Accepted solution]

That must be coming from one of the Forms 1099-R that you entered which indicates a nontaxable distribution, perhaps one for a rollover.  It should be one of the Forms 1099-R listed when you view the Data Source for the amount on line 22 of the Form 1099-R Summary.