- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Box 2a taxable amount box has the words "unknown" typed in there. So do you just leave it blank? There is no box 2b on the form at all. So I don't think it is applicable to use 2b check boxes for "taxable amount unknown" since that 2b is not on the 1099-R. This is a survivor annuity and nothing is in box for distribution. Is this amount taxable?
March 19, 2020
6:26 PM