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Retirement tax questions
The state distribution amount is the same as box 2a on the 1099-R form
IF box 2a is blank, or unknown, then it is the eventual Federally taxable amount that belongs in box 2a.
IF you made no after tax contributions to that Govt pension, then all of box 1 belongs in box 2a, and all of box 1 belongs in the state distribution line.
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 5, 2019
10:46 PM