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April 17, 2023
Question

On my 1099-R, box 2b there is nothing checked. The program isn't allowing me to continue. How do I proceed without marking something that is not there?

  • April 17, 2023
  • 1 reply
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1 reply

DawnC
Employee
April 17, 2023

A checkmark is not required in 2b if you have entered amounts in Box 1 and 2a.   Do you have amounts entered in Box 1 and 2a.

 

Taxable amount not determined means the payer was unable to determine the taxable amount, so it's up to you to determine it.   Total distribution means the entire balance of the account has been distributed.

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