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April 6, 2021
Question

If box 2a on a 1099-R is blank, does that mean that the entire amount is not taxable?

  • April 6, 2021
  • 1 reply
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how do you calculate the taxable amount on a 1099-R if box 2a is blank?

1 reply

macuser_22
Employee
April 6, 2021

Depends on the nature of the distribution (type of plan) and box 7 code.

 

TurboTax will ask follow up questions to determine the taxable amount.

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
April 6, 2021

Box 7 has code 7

macuser_22
Employee
April 6, 2021

Pension?, 401(k)? other?

 

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**