Belgarath Posted March 9, 2010 Share Posted March 9, 2010 It appears that for SEP's and Traditional IRA's, if you read the page 9 instructions literally, you report the distribution as taxable in 2a AND as taxable amount not determined in 2b. Can this be right? http://www.irs.gov/pub/irs-pdf/i1099r.pdf Link to comment Share on other sites More sharing options...
Gary Lesser Posted May 22, 2010 Share Posted May 22, 2010 Yes the pre-2009 general rules were revived for 2010--Boxes 1 and 2a are the same. Box 2a is cannot be determined ("X") because only the taxpayer knows how much of the IRA distribution is taxable. Note. For additional and comprehensive 2010 reporting information see IRA Plus (newsletter), PenServ Plan Services (vol 20, No. 8, 9, and 10). Subscription required, contact 903-455-5500 for additional information Link to comment Share on other sites More sharing options...
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