Is Total Amount Taxable the same as Taxable Amount?

[ken-golkin]

1099R- Pension- The Annuity Information asks about Total Amount is that the Taxable Amount Box 2a or Gross Distribution Box 1

[SteamTrain]

@ken-golkin 

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then  when you get to the following page (shown below), answer it as-if the displayed edits were present  (i.e. you  answer YES).  

Answering YES will use the box 2a $$ amount on your for 1040.  Check lines 5a and 5b on your form 1040 before and after entering that 1099-R. 

 (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though)

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