AmyC
Expert Alumni

Get your taxes done using TurboTax

Box 2a is the taxable amount. On a rollover, you would not need a taxable amount. Here are IRS examples and more.

Box 5 is the difference between the gross and the taxable amount. The amount being recovered this year, See here.

Box 6 unrealized appreciation. See the rules here

 

Personally, I would keep the information in my financial folder in case an issue arises later and would probably leave the boxes blank. I don't know all of your details, which is why I included links just to be safe.

 

Reference: Instructions for Forms 1099-R and 5498

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"