potterswa
Returning Member

Pension Distribution

My husband rolled over into a IRA his retirement from UCI and it was reported on a 1099-R.  Box 2a states taxable amount is zero, but on my return it is showing taxable.  How do I fix it?  Also, there was an error on the disbursement checks and we actually didn't receive the retirement until 2021, but UCI has already reported it in 2020.  Is this a problem?