topic Re: form 1009-r box 2b in Retirement tax questions

form 1009-r box 2b

cbessejr — Fri, 10 Jul 2020 14:34:24 GMT

box 2b is not checked on form 1099-r

is disribution in box 1 taxable?

Re: form 1009-r box 2b

macuser_22 — Fri, 10 Jul 2020 14:39:41 GMT

Impossible to answer without more information.

What code is in box 7?

Is anything in box 2a?

Is the IRA/SEP/SIMPLE box checked.

Re: form 1009-r box 2b

dmertz — Fri, 10 Jul 2020 16:27:14 GMT

If box 2b Taxable amount not determined is not marked, the amount in box 2a is the taxable amount that the IRS will expect to see on your tax return.