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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.
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‎February 7, 2025
9:00 AM