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When box 2(a), taxable amount, is left blank and box 2(b) is checked indicating that the tax treatment is unknown, the default treatment is for the distribution to be taxable.
You will have to work through the questions in that section to determine if the amount is not taxable. If it is not taxable, the program will treat is as such based on your response to the questions.
I know my amount in line 1a is taxable. TT correctly reported it as taxable. However, when I want to finish. a review pops up that wants me to fill out an annuity worksheet. Pensions don't need this worksheet. I want to know how to bypass it so I can finish.
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