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"For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Re: pension yes for taxable amt is that what Q means?

The question is confusing b/c it asks if you paid tax on the "total" amount. If you pay taxes on the "taxable" amount, isn't the answer to the question = "yes"? (But of course the "gross" amt is higher.) Why is this question being asked?
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Accepted Solutions

"For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Re: pension yes for taxable amt is that what Q means?

@aandvgibson 

 

They fumbled a change in the text of the question this year.

 

You answer as-if the text of the question was the same as last year's software....as shown below:

__________________

1099R_Box2a_2025text.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

View solution in original post

1 Reply

"For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?" Re: pension yes for taxable amt is that what Q means?

@aandvgibson 

 

They fumbled a change in the text of the question this year.

 

You answer as-if the text of the question was the same as last year's software....as shown below:

__________________

1099R_Box2a_2025text.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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