How do I figure out the answer to #3 question about my 1099-R pertaining to capital gain
01205
1 Replies
macuser_22
Level 15
Jul 21, 2019 3:53:43 PM
If your 1099-R has an amount in box 3 then enter it, otherwise leave it blank.
Box 3 is rarely used except for charitable gift annuities or participants born before January 2, 1936 (or their beneficiaries). The plan administrator would figure it.