Level 15

Retirement tax questions

You enter the 1099-R *exactly* as it is.  If there is an amount in box 2a, then it must be entered.  In most cases, that is the taxable amount.  If there is a "basis" in the account that makes the taxable amount different, the the follow-up questions in TurboTax will handle that situation.

This is a year old post and many changes have taken place in the interview since.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**