For the past two years I have rolled over money from the pre-tax portion of my 403b into the roth portion of my plan. For some reason two different companies handled the transactions each year. The company who handled it in 2019 entered nothing in box 2a (taxable amount) of the 1099-R form I received. The company this year (2020) entered the entire amount in box 2a of the form. Neither company handles my 403b account directly, but I'm trying to find out why the discrepancy. Is there some situation (legal/IRS/otherwise) that might account for that change?
Thanks for any help or advice.
