1099R N0 2a Taxable amount

Forum|Forum|1 year ago
March 31, 2025
1 reply
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I received a nontaxable transfer for TSP money from my ex-husband. I received a 1099R for the amount, with an amount in box 1 and amounts in any other boxes, specifically 2a and 4. This was recognized as a roll into my TSP account. Do I need to add this on my tax form? If so, where? I have completed all else, and now I can't find it. I was told I don't need to enter it, but I want to ensure this is correct. Thanks.

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JamesG1

Are you saying "no amount in any other boxes"?

What is the distribution code in box 7?

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DJsonAuthor

Thank you for your response. I found the entry point. They were all direct rollovers. there were 3 separate 1099Rs, and each was a direct rollover. However, part of the money (one of the 1099's) was nontaxable so they refunded it to me since it could not be added to my traditional IRA. I was able to walk it through the turbo tax system and account for it.