Form 1099-R box guide
Box 2a: Taxable amount
The payer’s calculation of the portion generally included in income.
What this box tells you
The payer’s calculation of the portion generally included in income.
How to use it
Enter this amount when known; review Box 2b if the payer could not determine it.
Put the boxes together
The taxable result depends on more than one field. Use the calculator to combine gross distribution, taxable amount, withholding, contributions, rollover, QCD, age, and distribution code.
Open the 1099-R calculatorSources
Related Calculators
1099-R Tax Calculator
Retirement distribution tax, rollover and QCD exclusions, withholding, and possible 10% additional tax
1099-R Distribution Codes
Box 7a distribution code list with the usual income-tax, rollover, Roth, beneficiary, QCD, and penalty treatment
Early Withdrawal Penalty
10% pre-59½ + income tax, first-home exception, SEPP 72(t)