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Retirement tax questions
On your Form 1099-R, Box 2a should not be 10K if part of the distribution was rolled over. Try removing that amount from Box 2a.
What is the Code in Box 7 on your form?
If I'm understanding correctly, you received a 10K distribution, and rolled over 6K of it, so should be taxed on 4K. If that applies, there should be 10K on Line 4a of Form 1040, and 4K on Line 4b.
If this is not the case, please clarify.
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‎April 13, 2024
8:52 PM