Ddmac
Level 2

Thanks for your quick response.  

Client is 54, contributions from where the distribution was taken are more than 5 years old.  Box J is entered, $0.00 is entered in Box 2 for taxable amount. I even check with NATP (National Association of Tax Professionals) research dept. We are both at a loss as to why it is showing up as a taxable amount on Form 1040.

 

0 Cheers