https://ttlc.intuit.com/community/retirement/discussion/1099r-box-2a-blank/01/3379774#M225155 <P>Filed for extension finally got 1099r I have a non qualified annuity put 100,000 I needed 50,000 took withdrawal minus surrender charge other fees net 42000 that was box 1 box 2 taxable is blank 2b checked not determined I know I have to pay 10% early withdrawal when I put numbers in saying I owe taxes on whole distribution that was made after taxes I'm confused company says I have to figure taxable amount&nbsp;</P><P>Box 5 42,000</P><P>Box 7. 2 codes D and 1</P><P>Need help thanks</P><P>&nbsp;</P><P>&nbsp;</P> Wed, 11 Feb 2026 10:22:57 GMT arenaant6819 2026-02-11T10:22:57Z https://ttlc.intuit.com/community/retirement/discussion/1099r-box-2a-blank/01/3379774#M225155 <P>Filed for extension finally got 1099r I have a non qualified annuity put 100,000 I needed 50,000 took withdrawal minus surrender charge other fees net 42000 that was box 1 box 2 taxable is blank 2b checked not determined I know I have to pay 10% early withdrawal when I put numbers in saying I owe taxes on whole distribution that was made after taxes I'm confused company says I have to figure taxable amount&nbsp;</P><P>Box 5 42,000</P><P>Box 7. 2 codes D and 1</P><P>Need help thanks</P><P>&nbsp;</P><P>&nbsp;</P> Wed, 11 Feb 2026 10:22:57 GMT https://ttlc.intuit.com/community/retirement/discussion/1099r-box-2a-blank/01/3379774#M225155 arenaant6819 2026-02-11T10:22:57Z https://ttlc.intuit.com/community/retirement/discussion/re-1099r-box-2a-blank/01/3379781#M225157 <P>You must tell TurboTax that a different amount is taxable and use the General Rule to determine the taxable amount by subtracting your investment in the contract from the $42,000.&nbsp; The result will be included in your AGI and will be subject to the 10% early-distribution penalty.</P> Mon, 05 Aug 2024 12:14:31 GMT https://ttlc.intuit.com/community/retirement/discussion/re-1099r-box-2a-blank/01/3379781#M225157 dmertz 2024-08-05T12:14:31Z