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Retirement tax questions
Sure enough, in prior years, the follow-up question is:
"For the years you received these distributions, was the amount shown in box 2a of the form 1099-R used as the taxable amount?"
Then I can select "Yes, the amount in box 2a was used as the taxable amount"
(and those are their bolding, not mine)
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@dmertz I suspect the new wording for 2025 (eliminating the box 2a words) will cause a whole host of messes for folks who have a 1099-R which actually lists a box 2a value lower than box 1 for (say) after tax contributions.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
6 hours ago