My Boxes on 2b is not checked. What is my next step

ganck20 · ‎March 13, 2023

On my 1099-R

HelenC12 · ‎March 13, 2023

Continue through the TurboTax onscreen interview. Based on your responses, TurboTax will determine if your retirement distribution is taxable or not.

Related information: How does a retirement plan withdrawal affect my taxes?

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SteamTrain · ‎March 13, 2023

IF TTX is insisting you do something with those boxes? But they are NOT supposed to be X'd??...IF you had a bunch of yellow boxes on that page.???

You may need to X it and then un-X it.....then the software will let you move on.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*