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Is the capital gain on pension distributions the same as the taxable amount in box 2a or is it a different amount?

How I determine the capital gain amount on a pension distribution?
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Accepted Solutions
StephenL1
New Member

Is the capital gain on pension distributions the same as the taxable amount in box 2a or is it a different amount?

The capital gain portion is not reported separately from the ordinary portion of your distribution.  You just report the total amount of the distribution and the taxable portion.

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1 Reply
StephenL1
New Member

Is the capital gain on pension distributions the same as the taxable amount in box 2a or is it a different amount?

The capital gain portion is not reported separately from the ordinary portion of your distribution.  You just report the total amount of the distribution and the taxable portion.

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