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Form 1099-R Box 2a empty

We received a 1099-R 

Box 1 has an amount 

Box 2a is empty

Box 2b has an X in it (taxable amount not determined)

Box 4  has the amount of the federal income tax withheld

Box 7 has a 7 in it

 

That is it! Not sure when entering if I should leave Box 2a blank or put a zero there. It changes the amount of taxed owed significantly both ways. Someone please help!

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1 Reply
rjs
Level 15
Level 15

Form 1099-R Box 2a empty

Leave box 2a blank. Do not enter zero. Pay careful attention to the questions after you enter the 1099-R. Keep going through the questions until you get back to "Your 2023 Income Summary."

 

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