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Retirement tax questions
As in the answer in the other post, I suggest that you contact the payer. The IRS gets a copy of the 1099-R from the payer so what you report should match what the payer sent. In all likelihood box 2a should have the same amount as box 1 and 2b (not determined) not checked going by the box 7 code and the IRA box. However, it this was a Roth IRA, then box 2a is correct but box 7 and the IRA box is not correct. Either way I would ask the payer to be sure.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
3:05 PM