Appreciate the help - I've added my info below if that adds any clarity for the 2023 return.
- The gross distribution is posted to Box 1
- Box 2a (Taxable Income) may be blank, but may not be zero.
- Are either of the boxes in 2b checked?
- Total distribution box is checked (but not "taxable amount not determined")
- What is the Box 7 distribution code.
- All of these factors may affect the taxability in 2023
