I received a 1099-R with the amount in Box 1 and Box 5 equal, Box 2a is Blank, and Box 7 only has a Code W (no Code 6). Is this taxable income?

bpipes920 · ‎June 3, 2019

DanielV01 · ‎June 3, 2019

No, it is not taxable . In fact, the 1099-R does not need to be included in your tax return. This TurboTax answer from 2 years ago is still very valid for your return: https://ttlc.intuit.com/replies/5565675

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

DanielV01 · ‎June 3, 2019

No, it is not taxable . In fact, the 1099-R does not need to be included in your tax return. This TurboTax answer from 2 years ago is still very valid for your return: https://ttlc.intuit.com/replies/5565675

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

I received a 1099-R with the amount in Box 1 and Box 5 equal, Box 2a is Blank, and Box 7 only has a Code W (no Code 6). Is this taxable income?