Box 2a (Taxable Income) is different than my Gross Distribution (box 1) on my Form 1099R. Should I change my reportable income to reflect this amount?

[jd-1girl]

Taxable Income (box 2a) of my Form 1099R is different than the Gross Distribution (box 1).  Turbo Tax ask me to report both amount.  Should I change both amounts to reflect only Taxable Income?

[beth-mcmullin]

Your Gross Distribution will not necessarily be the same as your Taxable amount.  You should enter them exactly as reported on the 1099-R.  I cannot speak to your particular situation, but they can be different because part of what you're receiving has already been taxed.  For example, if you contributed money to a 401K after it was taxed, your distribution would show different figures in Box 1 and Box 2a.  Hope this helps.