Retirement tax questions

@ hero2 wrote:  "1099R from federal agency showing UNKNOWN in blk 2a when prior years showed an amount."

 

I'm not sure why you made a point to say "federal agency."    As you go through the 1099-R interview, be sure you indicate the correct "type" of 1099-R.  The questions and entry fields are different, depending on the type.   Here are 4 types:

 

Regular 1099-R
CSA 1099-R
CSF 1099-R
RRB 1099-R