JamesG1
Expert Alumni

Retirement tax questions

Where are you seeing the amount of $5,541 on the 1099-R?  Is it in box 1 or box 2a?  Or somewhere else?

 

From the information that you provided, I suspect box 1 shows $5,541 and box 2a shows $541.

 

Please clarify.

 

@bartonma

 

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