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gvalentini
Returning Member

How do I treat a 1099R with Box 2A as Blank and Box 2B with not check marks?

I am retired with a pension fund from my company. I have a 1099R for 2018 where Box 1 is filled, Box 2a is Blank, Box 2b (Taxable Amount is not determined) is also blank (that it, it is NOT checked).

 In all of my previous years 1099R, Box 2A always equaled Box 1.

I'm not sure whether to treat this as taxable (as in previous years) or as non-taxable. TurboTax is treating it as non-taxable. I'm not sure which is correct? The software is treating it as non-taxable, but that just doesn’t seem right, unless some law has changed.


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1 Reply

How do I treat a 1099R with Box 2A as Blank and Box 2B with not check marks?

Leave Box 2a blank. Do NOT enter a zero instead. Then answer the questions.

Ask the plan administrator why they did it this way for 2018. They may need to issue a corrected 1099-R.

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