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Which exempt reason do I choose for nontaxable distribution for a traditional IRA as none of the choices fit. 1099-R box 2a is $0 for taxable amount.

The question comes up on the Income Exclusion Worksheet but none of the choices in their drop down menu fit our situation.
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1 Reply
RobertB4444
Expert Alumni

Which exempt reason do I choose for nontaxable distribution for a traditional IRA as none of the choices fit. 1099-R box 2a is $0 for taxable amount.

What is the code in box 7?  That should tell you what reason to use for the drop down menu.

 

@thebrocks93 

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