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Retirement tax questions
Shouldn't, but it might depend on what is in the other boxes.
As long as the original account was an actual IRA account, box 2a should be empty. Don't put a zero in box 2a.
Then carefully go thru the follow-up questions to find the proper conversion to ROTH IRA designations. AND, just in case you are age 70.5 or older, do not indicate that the distribution was an RMD. RMDs were eliminated for IRA accounts during 2020, and actual RMDs are not eligible for rollover or conversion.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 30, 2021
6:03 AM