- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Is there an amount in Box 2a of the 1099-R? If it is blank or says UNKNOWN, leave it blank. Do not enter a zero.
Or, perhaps you accidentally checked that you did a rollover after entering that form.
Also, if the entire pension is taxable, it appears on Line 5b, and Line 5a is left blank.
‎February 22, 2021
9:07 AM