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04/19/2013 at 09:23AM PDT
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pamela0877
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03/01/09 3:13pm PST
Viewed by asker 03/01/09 6:14pm PST

1099-R Box 7, Code 2 (exception applies)

Client has 1099-R with distribution code 2 in Box 7. Some exception applies. Inputting code 2 still shows this as taxable Should I fill out 5329 if so, where?

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The solution

The exception applies to the 10% penalty, not the taxability of the distributions.

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