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NancyRice
New Member

Neither box on line 2b on my 1099-R is checked. What do I do?

 
2 Replies
rjs
Level 15
Level 15

Neither box on line 2b on my 1099-R is checked. What do I do?

If neither box is checked, leave both boxes unchecked in TurboTax. This is normal. There is no requirement for one of the boxes to be checked. The two boxes are two independent questions, not an either-or choice.

 

npierson7
Level 1

Neither box on line 2b on my 1099-R is checked. What do I do?

You can process your return without them being checked. The line 2b shows If the distribution was a total distribution that closed out your account, and it also could be checked to indicate that your financial institution have not determined the taxable amount of the distribution. It will be determined during the tax return preparation. 

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