Answered: 1099-R

cginetto · ‎02-26-2022

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?

Just-Lisa-Now- · ‎02-26-2022

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♥¸¸.•*¨*•♫♪

View solution in original post

Just-Lisa-Now- · ‎02-26-2022

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 · ‎02-26-2022

Thank you! I scrolled down and found it.

1099-R

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