dbuck22
New Member

Retirement tax questions

My rollover is being added into my income and it should not be.

 

My 1099-R form has the following:

Box 1 - it shows my amount

Box 2a - 0.00

2b - Total distribution is checked

Box 7 - G 

IRA/SEP/SIMPLE - Not checked

all other boxes are empty.

I read one of the others posts someone else posted and it you indicated we could choose a rollover to an IRA account.  I cannot find that option.  It just asks if it went into a Roth IRA.

 

What am I doing wrong?  Thanks!!