dmertz
Level 15

Retirement tax questions

I still think that the amount in box 2a should also be in box 1, similar to the way a deemed distribution or an offset distribution is reported.  I can find no justification for doing otherwise.  TurboTax will be satisfied and you'll get the correct result if you enter the same amount into box 1 of TurboTax's 1099-R form as the amount in box 2a.