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Retirement tax questions
Update: I'm still waiting to hear back from my plan administrator about why they left box 2a blank on my 1099-R, but I think this is still a TurboTax error. If you think about it, they really can say they can't determine the taxable amount as we can repay any part of the distribution after the 1099-R is created. In my case, reporting $30,000 as taxable income would be wrong. TurboTax should be able to handle a Covid distribution with a blank 2a.
And by the way, my box 5 is blank and this was not a periodic distribution.
March 4, 2021
6:54 AM