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Retirement tax questions
You are actually answering YES, that box 2a was the taxable amount...either this year, or also prior years.
The edits in my picture are to match the text TTX used in the 2024 software....and the actions taken by the software, when answering Yes or No, match what it did last year...even though they (my opinion) foolishly changed the text....and should not have done so (again, my opinion)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 3, 2026
4:19 PM