Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 8, 2021 8:50:37 AM

What happened to box 2a taxable amount

0 2 173
2 Replies
Level 15
Feb 8, 2021 9:09:28 AM

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.

Employee Tax Expert
Feb 8, 2021 9:14:51 AM

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: 

  1. Select Income & Expenses 
  2. Scroll down to All Income 
  3. Select show more to the right of Retirement Plans & Social Security 
  4. Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) 
  5. 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.