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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.
March 4, 2025
7:45 PM