Retirement tax questions

Thanks for the reply.

 

Box2a is the same amount as in box 1.

 

The box 2b "Taxable amount not determined" is checked.  The box 7 code is "1".

 

This makes sense, I have not contacted them about why I made the distribution, but I'm thinking maybe I should?  Or can I just mark box 7 myself to indicate there was an excess?