ThomasM125
Expert Alumni

Retirement tax questions

Box 2(a) on a form 1099-R is completed by the pension company that issued the form. Normally, you shouldn't enter anything there if the field was left blank by the issuer.

 

The taxable amount of your pension should be determined by the codes and other amounts entered on it and by answering the questions that TurboTax asks after you enter that information.

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