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.**