bacaj1202
Returning Member

Retirement tax questions

Thank you so much for that information! It is greatly appreciated. So just to confirm, I should use 1099-R box 1 (gross distribution) for 1040 line 16a and 1099-R box 2a (taxable amount) for 1040 16b? (You had mentioned in your last message to use box 2b, but I believe you mean box 2a). Please advise.