Additionally, I just played around with some of the questions on TurboTax Regarding my CALSTRS entries. One question that confuse me asks, “for the years you receive these distributions was the total amount shown in the form the amount you paid tax on?”
So originally I checked NO because there is a gross distribution dollar amount in box 1 And then a taxable amount in box 2a. So I guess I was unclear regarding the question asking about ” Total amount.” when I check YES , on this page asking about total amount, then I don’t go down a rabbit hole with a bunch of additional annuity questions.
Of course I don’t know if I’m checking the right answer (yes or no) on the annuity information page that asks if the total amount is taxable.
Look forward to your help
