358589
If I leave both 2a and the check marks for 2b blank, it treats the gross distribution in box 1 as untaxable. Is this correct? I don't think so because there's tax taken out in box 4.
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Leave box 2a blank. Box 2b is not on a CSA 1099-R.
Sounds like a CSA 1099-R and not a regular 1099-R. Be sure that you choose the CSA type.
The taxable amount is determined by how you answer the followup questions. If you used the simplified method last year then you should continue to.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]ll taxable.
[edited]
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