SamS1
Expert Alumni

Retirement tax questions

If you did not make any non-deductible contributions, the entire amount would be taxable.  All 1099Rs from an IRA are marked with the taxable amount not determined.  As you enter the 1099R, in the screens that follow you will be asked if you made any non-deductible contributions.  If you answer yes, then the taxable amount would be decreased.  If you answer no, then the entire amount is taxable.