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New Member
posted Jul 10, 2020 7:34:24 AM

form 1009-r box 2b

box 2b is not checked on form 1099-r 

is disribution in box 1 taxable?

0 2 1174
2 Replies
Level 15
Jul 10, 2020 7:39:41 AM

Impossible to answer without more information.

 

What code is in box 7?

Is anything in box 2a?

Is the IRA/SEP/SIMPLE box checked.

Level 15
Jul 10, 2020 9:26:01 AM

If box 2b Taxable amount not determined is not marked, the amount in box 2a is the taxable amount that the IRS will expect to see on your tax return.