Retirement tax questions

Leave them all blank.

 

As I said - unless  you *know* what the financial institution  is going to put on box 1, 2a and 7 then wait for the real 1099-R to arrive.

 

And yes, if the real 1099-R is different that will require that you amend.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**