Retirement tax questions

Leave any black box blank.  Entering a 0 (zero) will cause errors.  Try deleting the 1099-R and re-enter.

 

Box 7 code G is a direct trustee-to-trustee rollover.   If box 2a is zero then it is a taxable rollover to a Traditional IRA.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**