dmertz
Level 15

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.

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