dconellion
Returning Member

Retirement tax questions

I am doing taxes for a friend.  She has CSA 1099R as a disability retirement.  Taxable amount is UNKNOWN. There is amount in Box 9b.  I asked her to inquire from previous preparer as to the tax free amount previously recovered.  She was told to subtract Box 1 from Box 9b.  How can I calculate this number if the preparer won't provide it?