Retirement tax questions

@ddpm-yuvn-62ch-n 

 

 

Maybe box 16 of a 1099-R form?

 

If so, then it's usually the same as box 2a of the 1099-R form....IF b0ox 2a has a real value in it.

IF box 2a is empty (or 2b is checked as "undetermined"), then it's the Federally-taxable amount from box 1 (which is usually just the box 1 value).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*