akers4
New Member

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?