topic Box 2b has no check marks on my Form 1099-R? in Retirement tax questions

Box 2b has no check marks on my Form 1099-R?

bill2224 — Mon, 23 Feb 2026 10:33:47 GMT

What if neither box is checked in Box2b on my 1099-R form?

Re: Box 2b has no check marks on my Form 1099-R?

DoninGA — Sat, 21 Jan 2023 19:59:51 GMT

Then neither of the reasons in box 2b are applicable to the income reported on the Form 1099-R. If this is a regular annual retirement/pension payment it is normal for box 2b to be not used.

Re: Box 2b has no check marks on my Form 1099-R?

dmertz — Sat, 21 Jan 2023 22:13:38 GMT

If neither of the box 2b boxes is marked on the form provided by the payer, leave these boxes unmarked on TurboTax's 1099-R form.