Katie-P
Employee Tax Expert

Get your taxes done using TurboTax

@shg 

What is in Box 2 of your 1099-R? That amount will flow through to Form 8960 Part 1, line 3, in the Annuities section, where it will be included in your "total investment income" that is then subject to net investment income tax.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"