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My sister passed away in 2013. How do I determine the

earnings. The 1099 R says...
My sister passed away in 2013. How do I determine the earnings. The 1099 R says taxable amount of $1647.64 in box 2a.
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3/23/2018
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,613
Experience: 15years with H & R Block. Divisional leader, Instructor
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Hello, I'm Robin. Welcome to JustAnswer. I'm reviewing your question now and typing up my reply. I'll post that in just a few moments.

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That is the earnings. You have to report the full amount distributed but the amount shown as taxable is the only amount you actually pay tax on.

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You list box 1 on line 16a of the 1040 but box 2a on line 16B

Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,613
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified
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Experience: 15years with H & R Block. Divisional leader, Instructor

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