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Created with Sketch. See how your firm can prepare for COVID-19 Learn more

form-1099R

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Level 1

system does not calculate tax based on taxable amount in box 2a, but on the gross amount in box 1

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Level 15
Level 15

Is it for an IRA?   You may need to add the IRA basis in for it to pick up the taxable amount in box 2a.


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