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Retirement tax questions
You would typically only use the General Rule for calculating that taxable amount of these distributions if the payer does not provide an accurate taxable amount on box 2a of the Form 1099-R. If the payer provided an amount in box 2a and did not mark box 2b Taxable amount not determined, in all likelihood the amount in box 2a is the correct taxable amount.
‎January 28, 2020
11:56 AM