DavidD66
Expert Alumni

Get your taxes done using TurboTax

Box 2a shows the portion of the distribution which is generally taxable. If there is no entry in this box, the taxable amount was not determined by the payer and it will have to be determined by the taxpayer.  If you have a code 7 in Box 7, then you have a normal, non-taxable Roth IRA distribution.  Not only would it be nontaxable for federal, but also for state.

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