Client received a 1099-R as described above. ProSeries is not including the box 2a amount in income.
The client called the plan Trustee who advised that the box 2a amount is taxable. Any suggestions.
OK so the big question DID the money get rolled over? Did they roll it into a ROTH IRA instead of a traditional IRA by mistake, making it a taxable distribution?
Then code G is wrong.
