My 1099R last year had a dollar amount in Box2a for axable disability pymts. The 1099R this year has $78036 in box 1, "unknown" in box 2a for taxable amount, Dist Code 3 for Disability. $124157under total contribtns. How do I cac amt to reprt?

To calculate the taxable amount for your 1099-R with "unknown" in Box 2a, here are some steps:

Determine Taxable Amount:

• Box 1: This shows the total distribution amount, which is $78,036.
• Box 5: This shows the employee contributions or insurance premiums. If Box 5 is blank, use the total contributions amount ($124,157) to determine the non-taxable portion

Calculate Taxable Amount:

• Subtract the non-taxable portion (your contributions) from the total distribution.
• Example: If your total contributions are $124,157 and your distribution is $78,036, the taxable amount is calculated as follows:
  • Taxable Amount=$78,036−$124,157=$0
• Since the contributions exceed the distribution, the taxable amount is $0
• Note: A plan participant may receive a distribution from a retirement plan because he or she became totally and permanently disabled. Even if received before the participant is age 59 ½, it is not subject to the 10% additional tax for early distributions, but must still be reported as income.

Entering in TurboTax:

• Open Your Return: Log in to TurboTax and open your tax return.
• Search for 1099-R: Use the search box (magnifying glass icon) at the top right, type "1099-R," and click on the "Jump to 1099-R" link
• Enter 1099-R Information: Enter the details from your 1099-R form. When asked about the taxable amount, enter the calculated amount (e.g., $0 if contributions exceed the distribution)

For more detailed guidance, you can refer to the