cginetto
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.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
cginetto
Level 2
02-26-2022
10:28 AM
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Thank you! I scrolled down and found it.