Received gross distribution of my annuity which is held in an IRA account. It is then transferred quickly to another IRA account What amt is put in box 2A?

mnschur · ‎March 5, 2020

JulieS · ‎March 5, 2020

You should enter the number that is on your copy of the 1099-R for the distribution. You will be asked follow up questions to determine whether it is a qualified rollover.

If your copy is blank in box 2a, leave it blank. If there is a number, enter the number.

If the amount went from a Traditional IRA to another Traditional IRA, or from a Roth to a Roth, the amount should not be taxable.

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Received gross distribution of my annuity which is held in an IRA account. It is then transferred quickly to another IRA account What amt is put in box 2A?