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Retirement tax questions
AGI should only increase if the direct rollover is to a Roth account, indicated by a nonzero amount in box 2a of the Form 1099-R.
Box 2a should not be blank. If box 2a is blank and box 2b Taxable amount not determined is not marked, enter a zero in box 2a.
Box 2a should not be blank. If box 2a is blank and box 2b Taxable amount not determined is not marked, enter a zero in box 2a.
‎June 6, 2019
2:07 AM