dmertz
Level 15

Retirement tax questions

Not sure why plan administrators make the mistake of marking box 2b Taxable amount not determined on a code-H Form 1099-R.  Ignorance is not an acceptable reason for the administrator not to know that the taxable amount of a code-H distribution is always zero.  The IRS instructions related to code H explicitly state to put a zero in box 2a, which means that the taxable amount is determined.