I have a payable on death annuity distribution 1099R with box 2a blank and box 2b checked. I know the cost basis and the taxable amount. Payor unhelpful with offering a corrected 1099R. Do I just uncheck 2b and enter the taxable amount? in Retirement tax questions
Entered 1099R. I cannot rollover to traditional IRA; only Roth IRA. Broke software? in Retirement tax questions