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Level 2
June 23, 2020
Question

!009-R with Code G and a taxable amount in box 2a

  • June 23, 2020
  • 2 replies
  • 30 views

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.

 

This topic has been closed for replies.

2 replies

Just-Lisa-Now-
Intuit Community Champion
June 23, 2020

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?  

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
June 23, 2020

Then code G is wrong.

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