dmertz
Level 15

Retirement tax questions

In TurboTax you must select the General Rule to allow entry of any self-calculated taxable amount when the payer has not provided a taxable amount in box 2a, even though the calculation of an exclusion percentage under the General Rule does not apply.  When you select the General Rule, TurboTax simply places in box 2a whatever amount you enter as the taxable amount.