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Retirement tax questions
Also, the Form 1099-R provided by the payer should have a zero in box 2a if the rollover was to a traditional IRA. With a zero in box 2a, TurboTax will not treat it as being taxable. If box 2a contains a nonzero amount, the code-G Form 1099-R is reporting a rollover to some type of Roth account.
March 2, 2025
2:37 PM