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SG56
Returning Member
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  • Re: 1099-R Distribution

    You did figure this out correctly. That is the way the transactions were completed. The taxable amounts on lines 4b and 5b are correct. Thanks
    SG56
    Updated Mar 17, 2021

  • Re: 1099-R Distribution

    It does show rollover and 0 tax owed, but again the total amount distributed e wrong amount when you add what was cashed out (line 4) and the amount rolled over...
    SG56
    3
    Updated Mar 17, 2021
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