@ae_servati
Yeah, box 2a should be left blank.
On one of the pages AFTER you enter all your CSA-1099-R tax form data, there is one screen that asks if in prior years was the total amount taxable...you need to answer NO, ant then the General and Simplified methods will be presented as choices in the next screen...for you to then enter the appropriate information to calculate what the proper taxable amount really is.
Make sure you did NOT select the SEP/SIMPLE/IRA box on the main form.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
