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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!!
‎April 18, 2022
10:27 AM