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June 5, 2019
Question

1099-R PERS doesn't list a taxable amount in Box 2a. How shall I calculate it -- simple rule, general rule, or something else?

  • June 5, 2019
  • 1 reply
  • 0 views
Oregon PERS

1 reply

Employee
June 5, 2019

Enter all of the information into TurboTax exactly as it appears on your form. 

  • If Box 2a is empty on the form you received, leave Box 2a empty in TurboTax also. 
  • If Box 2a has an amount on your form, enter that amount in Box 2a in TurboTax.

You should see a Box 2a in the section of TurboTax where you enter your 1099-R, along with all of the other form boxes. Make sure you are in the right section to enter your 1099-R. If you don't see Box 2a in TurboTax, you are in the wrong section (sometimes people accidentally try to enter their 1099-R under the W-2 section, for example). 

https://ttlc.intuit.com/replies/3300757