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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Form 1099-R, Box 2a
Form 1099-R, Box 2a
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Betsy1
Level 2
04-16-2021
02:44 PM
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Box 2a of Form 1099-R says "unknown" Should I leave it blank or include the amount of gross distribution shown in Box 1?
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qbteachmt
Level 15
04-16-2021
03:10 PM
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You input what you see on that form, for the 1099-R worksheet. You don't compensate for anything they did not provide. You are not the Preparer of that form.
Then, you process the rest of the info that applies, including if you know of basis, rollovers, etc. That includes consideration for the Form 8606 and 8915-E, any penalties, etc.
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