P.S. My wife's 1099-R is from a State of Alaska entity (TERS)-- so maybe it is something related to state entities (as yours is something CA related). Oh well, ...
Thank you.Interesting. I also observe that (box 5 is the difference between box 1 and 2a. Don't really know how or why or when, or what to do about it (if anyth...
Thank you SteamTrain, for the clarification.I mistyped. It was not "SS" that I meant, but an actual 1099-R from a pension. My wife has been receiving that pensi...
Thank you for your response.But, my box 1 (gross amount) and box 2 (taxable amount) have different numbers in them (and have for every year that we got SS). Doe...
