dmertz
Level 15

Retirement tax questions

You must enter the Form 1099-R as received.  Since this was an ordinary  distribution from a traditional IRA, box 2a is required to be the same as the amount in box 1 as is shown on the form provided by the IRA custodian.

 

Follow the rest of MindyB's post as to how to report the rollover so that the amount rolled over is excluded from Form 1040 line 4b with the ROLLOVER notation.