How much is taxable? Taxable amount not determined box is checked on State of WA 1099-R with gross distribution of 27,099 & tax withheld 2,245.

[rjs]

What is in box 2a, Taxable amount?

What is the distribution code in box 7?

Is the IRA/SEP/SIMPLE box checked? If so, did you ever make non-deductible contributions to the IRA?

If the IRA/SEP/SIMPLE box is not checked, what is in box 9b?

[ReneV4]

For the vast majority of WA state retirees, the pension is 100% taxable because their contributions are made on a pre-tax basis. In other words, you never paid taxes on that money when you earned it. To make sure, check your Form 1099-R for any amount in Box 5 and Box 9b. If those boxes are empty, you have no cost or basis, so the full distribution amount is taxable.

1. After inputting the information from your Form 1099-R on the Enter your 1099-R details screen, TurboTax will ask on the next screen, "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" Typically it is not checked for your type of plan, so select, "No, this box is blank", (if that is the case for you) then Continue
2. Select Other distribution, then Continue
3. Select Qualified plan (most common), then Continue
4. Select None of the above (most will not apply) on the "Do any of these situations apply to you?" screen, then Continue
5. Next, "Was This Distribution From a 403(b) Plan?", select "No, it's another type of qualified plan", then Continue
6. Next, "I didn't roll over or convert this money", then Continue
7. When you reach the Annuity information, select "No" to periodic payments then Continue