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March 9, 2025
Question

Why do I have a taxable amount in box 2a on my 1099-R form for rolled over retirement account funds?

  • March 9, 2025
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March 9, 2025

@sgabrielle2906 - explain more; what is in Box 7? is there an "X" in the check mark next to Box 7? explain what you did with the money... when you took it out of the deferred account, where did you put the money? did you receive it before sending it to another financial institution?