dmertz
Level 15

Retirement tax questions

markx2, a code 2 Form 1099-R with a different amount in box 2a than is in box 1 is not reporting a distribution from an IRA, so this Form 1099-R would not have the IRA/SEP/SIMPLE box marked and the distribution would appear on 2017 Form 1040 line 16, not line 15.  You should see $70k included on line 16a but only $15k included on line 16b.