dmertz
Level 15

Retirement tax questions

If box 2b Taxable amount not determined is not marked, the payer left box 2a blank thinking that a blank box 2a under these conditions means the same as a zero in box 2a.  Try entering a zero in box 2a.

 

If that fails, try deleting and reentering the Form 1099-R, making sure to answer No to the questions asking if this distribution was moved to any kind of Roth account.

 

In checking to see if this rollover is being handled correctly, be sure to look at Form 1040 to see that line 4c shows the entire gross amount but line 4d excludes this amount and that the word ROLLOVER is present next to line 4d.