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.**