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Get your taxes done using TurboTax
@barbrobinson1226 are you saying that your Box 1 shows the distribution, but 2A has nothing in it and 2b is checked as taxable amount not determined ? Because in such a case, Turbo has no way ( absent your age and total contribution to be allocated ) has only two options -- (a) the whole distribution is taxable or (b) none is taxable. What is in Box 7 -- distribution code ? What type of pension/annuity is it ? If this where none contribution or only pretax contributions were made then the whole distribution is probably taxable.
I don't know much about these -- @dmertz is our general go to person for such. There also may be others.
2 weeks ago