ThomasM125
Expert Alumni

Retirement tax questions

Normally, you will have a code "G" in box 7 of your Form 1099-R when you have a non-taxable rollover and usually your taxable income in box 2a will be $0 or the box will be blank. If not, then it could the entries on the 1099-R form that are causing the problem. If you could clarify what code or codes you have in box 7 and the amount in box 2a we can help you better.

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