Retirement tax questions

Yep...some change or another now needs it.

 

If box 2a has a non-zero value in it use that $$ amount.

 

If box 2a is blank, zero, or "undetermined"...you use the amount of box 1 that the IRS included in Fed taxable income on the Federal forms (usually just box 1 value, as long as you didn't make any "after-Tax" contributions to that retirement fund)

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Edit:

 

Oh yeah...your actions might be dependent on what's in box 14 as noted in the following response.

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