☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted May 6, 2024 1:42:32 PM

CSA1099R

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  

 

0 3 9006
3 Replies
Level 15
May 6, 2024 1:44:14 PM

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

New Member
May 6, 2024 2:07:41 PM

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

Level 9
May 9, 2024 2:29:27 PM

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.