Block 2a on my CSA 1099R is blank.
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You have to use the Simplified Rule.
The General Rule or called the 3 year rule would make it non-taxable until the employee contribution was used up. You can no longer use that method.
See page 5 https://www.irs.gov/pub/irs-pdf/p721.pdf
You have to use the Simplified Rule.
The General Rule or called the 3 year rule would make it non-taxable until the employee contribution was used up. You can no longer use that method.
See page 5 https://www.irs.gov/pub/irs-pdf/p721.pdf
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