1099-R box 2B error

[barbrobinson1226]

I have a 1099-R that is blank in box 2 and box 2B for "Taxable amount not determined" is checked. I entered the information this way on the desktop program but after completing the income section, it showed that I said the income on that 1099-R was not taxable. It is taxable. I don't know how to correct this unless I enter the same amount is box 2 that is in box 1, even though that's not what is on the 1099-R I received.  Any ideas?

[pk]

@barbrobinson1226  are you saying that your Box 1 shows the distribution, but 2A has nothing in it and 2b is  checked as  taxable amount not determined ?  Because in such a case, Turbo has no way  ( absent your age and total contribution to be allocated ) has only two options -- (a) the whole distribution is taxable  or  (b) none is taxable.  What is in Box 7 -- distribution code ?  What type of pension/annuity is it ?    If this where none contribution or only pretax contributions were made then the whole distribution is probably taxable.

I don't know much about these  -- @dmertz  is our general go to person for such.  There also may be others.

[Mike9241]

since you say it's taxable, 2a must be completed. Generally, it's the same as box 1 and for a Traditional IRA code 7, and the IRA box is checked. if it's for an IRA and you have made non-deductible contributions Form 8606 is also required so the 2a amount can be prorated between taxable and non-taxable. The 8606 also requires the Fair Value of all Traditional IRAs as of 12/31/2025

the answer would vary for other retirement accounts and codes. 

[dmertz]

Can't answer without knowing:

What is the code in box 7?

Is the IRA/SEP/SIMPLE box is marked?