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bpipes920
New Member

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?

 
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DanielV01
Expert Alumni

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?

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

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1 Reply
DanielV01
Expert Alumni

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?

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"
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