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Retirement tax questions
This means that the plan custodian did not have the information needed to determine the taxable amount. Leave box 2a blank, do not enter "0".
If box 2a is blank (there's nothing in there), that doesn't means the box 1 amount is nontaxable. Rather, it is up to you to determine from your records the nontaxable amount to enter in box 2a.
‎February 2, 2021
10:53 AM