MarilynG1
Expert Alumni

Retirement tax questions

@tntsunshine If Box 2a is blank (empty) on your 1099-R form, the taxable portion of your distribution needs to be calculated.

 

After you enter your 1099-R, TurboTax asks follow-up questions to determine the taxable amount.  

 

If you don't have an amount in Box 5, the Box 1 amount is normally the taxable amount. 

 

Click this link for more info on Taxable Retirement Distributions. 

 

 

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