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Retirement tax questions
Amy, your responses are very helpful. The reason I ended up here is because I entered what I thought was the correct value in box 2a from my 1099R because it was left blank. When I initially left it blank and just answered the questions, I got to the review and it wouldn't finalize the return because there was nothing in those boxes. I had assumed that the program would determine the taxable amount for me based on my answers to those questions. I just went back in and left those boxes blank again. When I do that, it takes away the penalty, but it will not let me finish because those boxes are blank. When I talked to a live expert on the phone this past week, she told me that I had to enter something in those boxes so I needed to call Fidelity and find out what those values are. I don't think Fidelity is going to tell me since they checked the box saying they did not determine the taxable amount. She said that if they couldn't tell me, I should enter zero since it is blank, but I don't think that is correct. Do you have any suggestions? Do I have to enter a value for 2a?