You only enter in box 2b what is entered on the Form 1099-R that you received from the Payer. If there are no boxes checked in 2b on your 1099-R then do not check any on the TurboTax 1099-R.
2 Replies
VolvoGirl
Level 15
Jan 29, 2024 3:14:01 PM
If it's blank on your 1099R form then leave it blank.
DoninGA
Level 15
Jan 29, 2024 3:15:06 PM
You only enter in box 2b what is entered on the Form 1099-R that you received from the Payer. If there are no boxes checked in 2b on your 1099-R then do not check any on the TurboTax 1099-R.