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Retirement tax questions
All copies should be prepared the same by the payer. Copy B represents what was reported to the IRS and is the one you should go by. Box 2a represents the federally taxable amount and does not imply anything about the state taxability. If additional information is needed to determine the state taxability of this income, the TurboTax will ask the necessary questions to determine the source of the distribution.
‎June 6, 2019
3:40 AM