mfenske17363
Returning Member

1099-R box 2a not appearing on 1040 line 5b

I have a 1099-R that has amounts in box 1, and 2a.  The distribution code is 7 and IRA/SEP/SIMPLE is blank.  According to my financial advisor, the taxable amount from 2a should be reflected on form 1040 on line 5b and it is not.  It is flagged as a rollover (which it is) but 5b shows 0.