I rolled over a previous employer 401(K) to my new company 401(k) last year. A few months later I got a letter from the previous company that they inadvertently distributed excess. I received two 1099-Rs. The one for the excess amount lists distribution code 8, box 2a is blank, and box 2b has "total distribution" checked. When I enter it in Turbo Tax, I left box 2a blank. Everything I read said that TurboTax would calculate the amount that should be in 2a based on the questions it asks following entering the form. But when I get to the end and do the checks, it comes up with wanting me to enter an amount in 2a. How do I determine whether that amount is taxable?
