- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Leave Block 3 blank, unless there is an entry on your paper or digital copy of the Form 1099-R.
IF you had any capital gains, they would have been included in Block 2a. The Box 3 entry identifies any capital gains that were part of the box 2a amount because they would be treated differently for tax purposes.
‎June 6, 2019
4:38 AM