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Retirement tax questions
The Form 1099-R was incorrectly prepared by the payer. Code H is correct, but a code-H Form 1099-R must always have a zero in box 2a and box 2b Taxable amount not determined unmarked because such a rollover is never taxable.
Entering a zero in box 2a of TurboTax's 1099-R form will probably correct the problem on your tax return, but ideally the payer should correct the Forms 1099-R.
‎February 15, 2024
4:52 PM