dmertz
Level 15

Retirement tax questions

$0 in box 2a seems wrong unless the Form 1099-R has an amount in box 5 equal to the amount in box 1, which seems really unlikely.  Is box 2b Taxable amount not determined marked?

 

The deadline for completing the rollover of a qualified offset distribution is the due of your tax return, including extensions.  Filing by the April 15 deadline would give you until October 15 to complete the rollover pursuant to section 301.9100-2 and file an amended tax return.