dmertz
Level 15

Retirement tax questions

Is the amount in box 2a of this Form 1099-R zero?  It should be if the rollover was to a 401(k) plan with a different employer.

 

If the amount in box 2a of the Form 1099-R is zero, was entered into TurboTax correctly, it's unlikely that it is appearing as taxable income on Form 1040 line 4d.

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