Retirement tax questions

Hi KeshaH,

Thanks for the reply. I just figured out Turbotax calculate the taxable amount of $188.0 by calculating (Box 1 - Box 5 + Box 2a), which is I think wrong. The taxable amount, I think, should be only the Box 2a amount. Could you or someone please give me some clarification? And if the taxable amount is indeed the Box 2a amount only, how to file the 1099 form the avoid the (Box 1 - Box 5 + Box 2a) calculation by Turbotax?

Thanks.