JamesG1
Expert Alumni

Retirement tax questions

You are saying that the 2021 1099-R had a value in box 1 and nothing in box 2a?

 

Was 2021 the first year that you received this distribution from pbgc?

 

What are the distribution codes in box 7 on each year's 1099-R?

 

The value in box 2a is the taxable amount.  Perhaps, in 2021, you needed to compute a box 2a amount with a simplified method computation.

 

@lynbou1 

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