RobertB4444
Expert Alumni

Get your taxes done using TurboTax

On all 3 initial 1099-Rs the amount in box 2a should be 0.  That shows that the amount that is taxable is nothing on a rollover from a traditional to a traditional IRA.  

 

On the 4th 1099-R, the one for the conversion, the amount in box 2a should be the same as the amount in box 1.  Sometimes, when issuing 1099-Rs, companies will leave box 2a blank and check the 'taxable amount not determined' box.  It sounds like that is what happened here.  Go back to that 1099-R and make sure that 2a is the same as box 1 and your refund will drop.

 

@slenderloris 

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