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Retirement tax questions
Double check boxes 2b. In 2b there are two boxes, Taxable amount not determined and Total distribution. Make sure that you have not marked Taxable amount not determined in TurboTax by mistake. It's likely that only the Total distribution box is marked on the Form 1099-R provided by the payer. Marking the Taxable amount not determined box in TurboTax when it is not marked on the original form will cause the reporting error that you are seeing.
Unfortunately, some payers mistakenly leave box 2a blank when it should contain a zero.
‎June 6, 2019
9:43 AM