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Retirement tax questions
A zero in box 2a would be a mistake unless all of the conversion came from after-tax contributions held in a separate sub-account there had been no investment gains in that sub-account. A zero in box 2a would be correct if box 5 had the same amount as is in box 1. Otherwise, you need to obtain a corrected Form 1099-R.
‎February 27, 2021
10:36 AM
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