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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.
March 12, 2026
8:42 AM