I reached my minimum retirement age over this past year. My 1099-R doesn't tell me the amount of my annuity that was taxable, it says "unknown" in box 2a. But my understanding is that the taxable amount would now be somewhat less than the total annuity amount. If I leave box 2a blank on TT, versus putting in the same amount as box 1, it makes about a 6K difference in my refund. I get about 6K more by leaving box 2a blank. But I'm sure the majority of my annuity is in fact taxable, based upon my husband's 1099 amounts in box 1 and box 2a (he's not a disability retirement annuitant so he has info for box 2a). How do I determine the amount that is taxable? I got help from a TT tax expert and they told me to leave that 2a box blank and then my refund went up by about 6K but I don't think this is accurate? I'm using the desktop version of TT, not the online version.
