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Get your taxes done using TurboTax
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
March 13, 2025
11:08 PM