dmertz
Level 15
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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.

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