- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Investors & landlords
does your 1099-R box 2a "taxable amount not determined" have a blank or a checkmark ?
If you examine Form 8606 Part III and enter your amounts, you will see the result.
When the amount allocable to income 5329 Line 1 is zero, the penalty is zero.
March 29, 2024
10:40 AM