Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income; Form 1040, Lines 15-16

Retirement Income Documents

Taxable Portion

In many instances, the payer will compute the taxable portion of the distribution and report it in box 2a of Form 1099-R. Taxpayers with Form RRB-1099-R can only be helped by Advanced certified volunteers, because the taxable portion is not shown on the form.