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Retirement tax questions
@DCS wrote:
1099-R box 2A is blank and 9A and 9B are blank. When I enter this way and hit continue I get a set of questions but nothing to do with taxable portion which is zero in my case. (ie. basis is much more than amount in box 1.) How do I take basis into account?
What type of 1099-R? Is it a CSA 1099-R? If a CSA 1099-R is this the first distribution? If not, then use the same method as used last year.
What code is in box 7?
**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.**
‎April 8, 2020
5:41 PM