What do I enter in Box 2a if my 1099-R, Box 2a says "unknown" or is blank?
The taxable amount to enter depends on the type of distribution.
What kind of distribution do you have?
I have an IRA distribution (IRA, Roth IRA, SEP IRA, and SIMPLE IRA)
I have a pension or annuity distribution (401(k), 403(b), 457(b))
Other Distribution: The IRS 1099-R Instructions explain how to determine the taxable amount.
What kind of distribution do you have?
I have an IRA distribution (IRA, Roth IRA, SEP IRA, and SIMPLE IRA)
I have a pension or annuity distribution (401(k), 403(b), 457(b))
Other Distribution: The IRS 1099-R Instructions explain how to determine the taxable amount.
