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1099-R taxable amount blank and box 2b taxable amount not determined is checked
The Total Distribution box is also checked. This was a cash out of a universal life insurance policy. The box 7 codes are 7 and D. All other boxes are blank.
Through research of the policy history I have determined the taxable amount. (policy purchased with after tax funds in excess of total premiums paid, a portion of the cash out is a reimbursement of those funds) The policy was serviced by three different companies over the time that I owned it. Can I make an entry into box 2a in turbo tax if the 1099 is blank?
‎February 12, 2020
12:09 PM