- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Are you SURE that box 2a actually has a 0 (zero) and is not blank. A blank box 2a is NOT a zero box 2a. If blank, leave it blank.
A 0 in box 2a and box 2b (not determined) checked are mutually exclusive, one or the other but not both. If the 1099-R is actually 0 in box 2a and box 2b check then contact the account administrator for a corrected 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 27, 2020
8:15 PM