What happened to box 2a taxable amount

grandskids-3 · ‎February 8, 2021

SweetieJean · ‎February 8, 2021

Please clarify. Are you saying that Box 2a is empty, or says UNKNOWN, on your 1099-R? If so, leave that box blank and answer the follow up questions.

JotikaT2 · ‎February 8, 2021

Make sure you are entering your 1099-R information in the correct section of TurboTax..

The input would be under the Federal income section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
To enter additional 1099-R forms, simply select +Add Another 1099-R

Once you get to the input section, your input screen will be similar to the screen below. Box 2a will be listed and you can input your amount there.

Retirement input

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