Retirement tax questions

Hi Dave,

Thank you for your patience.

I managed to get the amount as follow:

 

I have the question on the 1099-R form

1 is the gross contribution which is xxxx

2a Taxable Amount; Is the Taxable Amount the sum of Int which is xx (11.08+45.73)?

3 Capital Gain; it will be the same as 2a because the CPF is only giving the interest.

 

Thank you for your help

 

Sincerely,

lee