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June 3, 2019
Question

Can I replace UNKNOWN in Box 2a with the correct figure which is 1/25th of what I contributed to my pension fund, I can do this for 25 years?

  • June 3, 2019
  • 1 reply
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    1 reply

    Employee
    June 3, 2019

    No.  The taxable amount is determined by a procedure that is based on your contributions, your age, and your spouse's age if it is a joint annuity.

    Follow the interview questions in TurboTax to determine the taxable amount.