!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

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