@Ventura wrote:
What shall I put in box 2a?
I try three different number, the result are different
1. I put same amount as box 1. I need pay more tax.
2. I put same amount as box 3, the gain. tax refund is same. Then, the TT review shows I can't do e-file for California, because form 4852 are not eligible for electronic file. I have print out state tax and mail it.
3, I leave it empty, the TT review shows error: the box 3 can't greater than box 2a.
In 2b, I select taxable amount not determined
Did you read my answer above your post?
A 4852 is NOT appropriate for this - just a normal 1099-R.
My instructions said nothing about box 3 (that is invalid for excess contribution- box 3 is for capital gains on a charitable gift annunity).
Only the *earnings* go into box 2a which is the taxable amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
