Retirement tax questions


@acegal wrote:

I'm having the same problem.  What about simply putting in "0" for the "taxable amount" in Box 2a?  Wouldn't that be a workaround?


No, it would not be since that will not put the word "ROLLOVER" next to the 1040 line 4a amount.     See my last post for the proper way to enter it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**