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Retirement tax questions
If there is no amount in Box 2a (or 'taxable amount not determined' is checked) on your 1099-R, the taxable amount is the amount in Box 1.
If there is an amount in Box 5, this may be subtracted from the amount in Box 1 (indicating after-tax contributions).
Click the link for detailed info on how the tax-free portion for OPM is calculated.
Be sure to enter the 1099-R exactly as shown; including the Code in Box 7.
Here's more info:
https://ttlc.intuit.com/replies/3300757
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‎June 4, 2019
7:13 PM