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
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Leave box 2a on the Form 1099-R blank (empty)
Can you explain why? I have seen where it is being said take 1 minus 9a and the balance = 2a taxable?
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.
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