Skip to main content
May 6, 2024
Question

CSA1099R

  • May 6, 2024
  • 1 reply
  • 0 views

I was given a CSA 1099R - age over 65:

1. $10,986

2a. unknown

5. $1407

7. 3 disability

9b $3905

 

What should be placed in 2a for taxable amount  

 

1 reply

DoninGA
Employee
May 6, 2024

Leave box 2a on the Form 1099-R blank (empty)

tlyn4Author
May 6, 2024

Can you explain why?  I have seen where it is being said take 1 minus 9a and the balance = 2a taxable?

May 9, 2024

In TurboTax you put the form exactly as it was sent to you.  Those are directions for preparing a form. You are not preparing a form.  You are reporting what is in your form.