Form 1099-R box guide
Box 2b: Taxable amount not determined
The payer did not calculate the taxable portion.
What this box tells you
The payer did not calculate the taxable portion.
How to use it
Use your contribution basis, rollover records, and the applicable IRS worksheet to calculate 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)