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Retirement tax questions
Your Gross Distribution will not necessarily be the same as your Taxable amount. You should enter them exactly as reported on the 1099-R. I cannot speak to your particular situation, but they can be different because part of what you're receiving has already been taxed. For example, if you contributed money to a 401K after it was taxed, your distribution would show different figures in Box 1 and Box 2a. Hope this helps.
‎June 4, 2019
3:35 PM