ThomasM125
Expert Alumni

Retirement tax questions

Boxes 1 and 2(a) are correct as you listed them. Box 3 would be blank, as it represents the capital gain included in box 2(a). Box 5 and 6 would be blank. Code J and P are good in box 7. Leave boxes 8 to 13 blank. You can leave the state number out and put the state earnings in box 16, it would be the same amount as box 1.  @michaeljordan198 

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