dmertz
Level 15

Retirement tax questions

@sefcik , it seems likely that there is nothing wrong with your Form 1099-R.  For a distribution from a traditional IRA, the amount in box 2a must equal the amount in box 1, box 2b taxable amount not determined must be marked and the IRA/SEP/SIMPLE box must be marked.  The taxable amount must then be calculated on Form 8606 based on this Form 1099-R and the additional information that you provide after clicking the Continue button on the page that lists the 1099-R forms that you've entered.  If you had any money in traditional IRAs on December 31, some amount of your Roth conversion is taxable.