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			Level 2
		
	
				
		
	
		
			
    
	
		
		
		02-26-2022
	
		
		09:47 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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My client's 1099-R, Line 2a indicates a taxable amount of a rollover, which doesn't appear on Line 5b taxable amount on the 1040. What should I do?
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-26-2022
	
		
		10:13 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Box 2 shows a taxable amount, but they did an indirect rollover to another retirement account? Scroll down the 1099R worksheet and you'll find a place to indicate the amount was rolled over.
Or maybe you need to explain the situation a bit more.
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			cginetto
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 2
		
	
				
		
	
		
			
    
	
		
		
		02-26-2022
	
		
		10:28 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Thank you! I scrolled down and found it.