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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.
‎June 6, 2019
10:10 AM