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Retirement tax questions
I can see your confusion. The custodians sometimes don't make it easy to read. It would be incorrect of them to use a "0" in 2a and check the 2b box (Taxable amount not determined). I think you have a handle on it. I'm answering with what is a typical problem in these instances. Let me know here if you need anything else.
‎June 6, 2019
7:37 AM