dmertz
Level 15

Retirement tax questions

For a distribution from the traditional IRA that you converted to Roth, the Form 1099-R must *not* have a zero in box 2a.  Regular distributions for a distribution from a traditional IRA, including those distributions that are converted to Roth, must have box 2a equal to box 1, box 2b Taxable amount not determined marked, a code 1, 2 or 7 in box 7 and have the IRA/SEP/SIMPLE box marked.