- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If there is no taxable amount in box 2a and box 5 is empty, the taxable amount will be equal to box 1.
TurboTax will created a 1099-R to be filled with your tax return, so there is no need for a copy B.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 23, 2025
11:07 AM