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when a taxpayer receives form 1099 r with no amount entered in box 2a and code 7 entered in box 7 Preview on Page 1

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If no after-tax contributions were made to the pension plan before distribution, the entire amount is generally included in taxable income. However, in cases where after-tax contributions were made to an annuity or pension, only a portion of the distribution will usually be taxed.
Box 2a, Taxable Amount: This is the portion of pre-tax money of your Gross Distribution (in Box 1). Any post-tax money distributed would be represented in Box 5. When combined, these two boxes should equal your total distribution in Box 1.
If you receive a Form 1099-R and do not report the distribution on your tax return, the IRS will likely send you a CP2000, Underreported Income notice. This IRS notice will propose additional tax, penalties and interest on your distributions and any other unreported income.
Rollover (Code G) Distribution code G on your 1099-R indicates that your WRS benefit was rolled over to another qualified plan. In most cases, your 1099-R will show $0.00 as the taxable amount in Box 2a, unless you rolled over your distribution to a Roth IRA.
How does the Simplified Method work? The total of the previously taxed contributions in your account is divided by a set number of monthly payments based on your age (and/or the age of your option beneficiary, if applicable) at the time of retirement.
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Box 2b, Taxable amount not determined: If the Taxable amount not determined is checked, then the CTRB did not have all the necessary information to determine the taxable amount. In this case, you will be required to determine the non-taxable amount yourself.
Form 1099-R is used to report distributions from annuities, profit-sharing plans, retirement plans, IRAs, insurance contracts, or pensions. Anyone who receives a distribution over $10 should receive a 1099-R form. The form is provided by the plan issuer.
1099-R inheritance tax treatment depends on whether it was inherited from a spouse or not. You may have to pay income tax on the distribution, based on the type of plan and the manner in which contributions were made by the decedent.

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