CSA1099R

[tlyn4]

I was given a CSA 1099R - age over 65:

1. $10,986

2a. unknown

5. $1407

7. 3 disability

9b $3905

What should be placed in 2a for taxable amount  

[DoninGA]

Leave box 2a on the Form 1099-R blank (empty)

[tlyn4]

Can you explain why?  I have seen where it is being said take 1 minus 9a and the balance = 2a taxable?

[taxlady28]

In TurboTax you put the form exactly as it was sent to you.  Those are directions for preparing a form. You are not preparing a form.  You are reporting what is in your form.