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1099-R Pension Income Box1 & 2a not the same
I have a 1099-R for a defined benefit Pension. It has a lower value in the 1099-R Box 2a ("Taxable amount") than is in Box 1 ("Gross distribution"). It is lower by the amount in Box 5 (Employee contrib/desig Roth contributing or insurance premiums"). This is only ~3% of the Gross amt. When I get to checking for errors, TT asks for the "Annuity starting date" (which I don't remember, but guessed it was when I turned 65) and the "Plan cost at annuity starting date" (which I don't remember ever getting and don't have - It is not on the 1099-R I received). TT will not let me leave the "Plan Cost..." box empty. What do I do?
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yesterday