@NCperson wrote:
@Inugasuki - can you please restate?
which is it?
"I have Roth 401(k), and Form 1099-R is showing Box 5 exceeding Box 1. What does this mean? Box 2a is blank."
"they don't show a negative amount for Box 2a."
I am assuming that there was a loss in the Designated Roth which would explain a zero or blank box 2a. A loss cannot be shown with a negative number.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
