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Retirement tax questions
The taxable amount in box 2a is usually the box 1 amount unless you have after-tax contributions in the retirement plan and use the simplified method.
If this is a pension plan and not an IRA, you can remove the check from the IRA/SEP/Simple box and the taxable amount will flow to line 5b of the 1040.
‎February 17, 2021
1:08 PM