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

Mike W · ‎06-23-2020

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.

Just-Lisa-Now- · ‎06-23-2020

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 · ‎06-23-2020

Then code G is wrong.

** I'm still a champion... of the world! Even without The Lounge.

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

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.