rjgrimes
New Member

Box 2A, Box 7 on CSA 1099R

Two questions on my CSA 1099R:

 

First, in Box 2A, I have "unknown", and TURBOTAX wants a number. I saw a discussion last year about this, and people were told to answer "no" to a question about "is the amount the taxable amount", but I'm not getting this question. What am I doing wrong?

 

Second, in box 7, what I have on my form is 2-NONDISABILITY. On TURBOTAX, "2" is listed as "Early distribution, exception applies." Is this more or less the same thing? I don't want to be subject to some sort of early withdrawal penalty.

 

Thanks!