RayW7
Expert Alumni

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.