Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
wdagar
New Member

CSA 1099 R block 2a is Unknown because part of Gross is due to Voluntary Contributions taxed under General Rule. Is Voluntary Contribution portion an RMD? How to enter?

 
1 Reply
Anita01
New Member

CSA 1099 R block 2a is Unknown because part of Gross is due to Voluntary Contributions taxed under General Rule. Is Voluntary Contribution portion an RMD? How to enter?

Every single CSA 1099 issued has UNKNOWN in Box 2a.  You enter the form as a CSA-1099-R, and leave Box 2a blank.  Yes, the after tax contributions are included in an RMD calculation so you Say Yes to that question.  As you go through the questions, you will be asked about after-tax contributions and can choose whether to apply the Simplified or General Rule method to those contributions.

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.48m
Members

2.6m
Discussions

Manage cookies
v