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New Member
posted Feb 2, 2020 1:21:57 PM

How do I figure out the taxable amount on a withdrawal from my 403B? I have a 1099-R but there is nothing in box 2b?

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Expert Alumni
Feb 2, 2020 1:53:31 PM

It is not unusual for Box 2b to be blank on Form 1099-R.  Unless your 403-B plan allows after tax contributions and/or a Roth 403(b) option, 100% of your distribution will be taxable.  If you have distributions from an after tax account or a Roth 403(b) account, they would be reported on a separate Form 1099-R.  The tax treatment of the distribution will be determined by the code in Box 7 which you enter into the program.