ThomasM125
Employee Tax Expert

Retirement tax questions

Form 1099-R reports pension plan distributions. Box one should report the amount of the distribution and box 2 would report the taxable amount. It would be odd to have a taxable amount in box 2 but no distribution in box 1. 

 

What codes do you have in box 7? Maybe you can provide the numbers in each box so we can help you better.

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