dmertz
Level 15

Deductions & credits

The taxable amount in box 2a of the code 8 Form 1099-R should only be the amount of earnings required to accompany the returned contribution.  The amount in box 2a is taxable.  If the amount on box 2a of the Form 1099-R is equal to the amount in box 1, contact the payer to request a corrected Form 1099-R.  Box 2a of the Form 1099-R should not be blank.  If it's blank on the Form 1099-R provided by the payer, enter a zero in box 2a of TurboTax's 1099-R form; some payer's mistakenly leave box 2a blank to indicate that none of the distribution is taxable and this can confuse TurboTax.