doldidng82
Returning Member

Retirement tax questions

CatinaT1,

 

Thanks for your reply. But I think GloriaL is right.

I found this from IRS site: https://www.irs.gov/pub/irs-pdf/f1099r.pdf

on Page 6,

"

Box 2b. If the first box is checked, the payer was unable to determine the taxable amount and box 2a should be blank, except for an IRA. It’s your responsibility to determine the taxable amount. If the second box is checked, the distribution was a total distribution that closed out your account.

"

 

I think I should put 0 on box 2a and move on.