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mrk326
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1099-R doesn't have an $ in the 2a - box, but the 2b box checked (taxable amount not determined. Not adding to total income. Any ideas?

 
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1 Reply

1099-R doesn't have an $ in the 2a - box, but the 2b box checked (taxable amount not determined. Not adding to total income. Any ideas?

What is the code in box 7?

Is the IRA/SEP/SIMPLE box checked?

 

What did you do with the money (did you roll it over)?

**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.**
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