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June 6, 2019
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Dad's 1099R. box 2a (taxable amount unknown) and no 2b box on his 1099. When doing turbo tax do I check mark taxable not determined under 2b heading?

  • June 6, 2019
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Best answer by dmertz

An indication for box 2a of "Unknown" is equivalent to leaving box 2a blank and marking box 2b Taxable amount not determined.

1 reply

dmertzAnswer
Employee
June 6, 2019

An indication for box 2a of "Unknown" is equivalent to leaving box 2a blank and marking box 2b Taxable amount not determined.

Employee
June 6, 2019
If you are entering a CSA-1099-R, make sure you've selected that form type at the beginning of the entry process.  A CSA-1099-R does not have any boxes 2b.