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Retirement tax questions
Just enter the amounts as they appear on your 1099-R.
Your 1099-R should have different amounts in boxes 1 (gross distribution) and 2a (taxable amount). Box 2a should be box 1 minus premiums you paid (which are a return of your own money). It includes any interest earned and may include capital gains. Any capital gains not already included in box 2a should be shown in box 3.
March 4, 2021
8:12 AM