nmartens
Returning Member

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Last year I had 1 1099R.  Box 2a totaled $3,125.76.

 

This year I have 3 1099Rs.  Box 2a totals $56,066.61.  They are as follows:

3125.76: distribution from a pension fund (not an IRA)

25,000: conversion from an IRA rollover account to a ROTH IRA

27,940.85: distribution from an IRA annuity

 

There are a couple of differences I noticed in the 1099Rs.

 

The 1099R for 3125.76 has box 2b (taxable amount not determined) and box 'IRA/SEP/SIMPLE' unchecked.  The other two have both boxes checked.

 

Thanks