dmertz
Level 15

Retirement tax questions

It's likely that you mistakenly left box 2a blank on TurboTax's 1099-R form.  A code 1, 2 or 7 Form 1099-R with the IRA/SEP/SIMPLE box marked must always have bx 2a equal to box 1 and have box 2b Taxable amount not determined marked.