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Retirement tax questions
Box 2(b) would just indicate that the tax treatment of the pension distribution is unknown. It is often left blank so it may not impact the taxability of your pension distribution. You should enter the amounts listed on your form 1099-R in the corresponding boxes on the form 1099-R entry screen in TurboTax, then answer the questions on the ensuing screens. If you don't have a box number on your 1099-R form for an entry that has one in TurboTax, just leave that entry blank.
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March 13, 2023
7:52 PM