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June 6, 2019
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Form 1099-R, Capital gain states 0 but what does included in box 2a mean?

  • June 6, 2019
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Best answer by dmertz

Box 3 is used to report the portion of the amount shown in box 2a that is reportable as capital gains.  With a zero in box 3, it indicates that the entire taxable amount in box 2a is taxable as ordinary income.

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dmertzAnswer
Employee
June 6, 2019

Box 3 is used to report the portion of the amount shown in box 2a that is reportable as capital gains.  With a zero in box 3, it indicates that the entire taxable amount in box 2a is taxable as ordinary income.

June 6, 2019
so Do you put the amount that is in box 2a in box 3?