Yardley CPA Posted March 2, 2022 Report Share Posted March 2, 2022 Has anyone ever had a 1099-R, coded as G - Rollover but with an amount in Box 2a: Taxable Amount? Program is not allowing any of the taxable amount to flow to the 1040. Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 2, 2022 Report Share Posted March 2, 2022 Any chance the rollover was to a Roth IRA? 1 Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted March 2, 2022 Author Report Share Posted March 2, 2022 14 minutes ago, cbslee said: Any chance the rollover was to a Roth IRA? Yes, just confirmed with the client, it was rolled to a Roth. Quote Link to comment Share on other sites More sharing options...
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