I have two 1099-Rs. One CSA, one CSF. On both box 1 (gross distribution) is filled in, box 2 (taxable amount) is blank.
Entering the first one and going through the calculations of the simplified method (showing a previous tax-free amount), when I review to double check it, box 2a is still blank.
Entering the second one and again going through the calculations (and also showing a previous tax-free amount), when I review that one, box 2a has the same amount as box 1, showing the entire amount taxable. Even after I delete the entry in box 2a, after the calculations, the box 1 amount is in there.
One is an annuity, the other is a survivor annuity.
Why is the entire amount in box 1 now the taxable amount (box 2a) even after the calculation?
I haven't noticed this (above) in previous years.
