Box 2a says unknown
WebSolved: I have an OPM 1099R death benefit with "unknown" in box 2a and ... WebGenerally, the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount. If no amount is listed, you will need to determine the amount yourself. If this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only, enter $0 for Box 2a. If you made nondeductible ...
Box 2a says unknown
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WebMar 11, 2024 · Govt website (opm.gov) makes it very clear this amount is not taxable but I can't make ProSeries deduct it if I enter everything exactly as it is on the 1099-R. I finally … WebIf Box 2.a is marked Unknown, this means that OPM didn't calculate the tax-free portion of your annuity. The most common reasons for not calculating the tax-free portion of your annuity is because of one or more of the following: ... Post Office Box 45 Boyers, PA 16017 Visit us in person Retirement Services Support Center U.S. Office of ...
WebDec 18, 2014 · Box 2a “Taxable amount” on his form 1099-R says the taxable amount is “unknown.” My tax program asks for an amount. How do I find out what the taxable amount is? ... a question about retirement should say which retirement system you are in. • Do not expect personal legal, financial or career advice. ... WebApr 15, 2012 · Second opinion] I am 53 on federal disabilty retirement from post office. On my 1099r in box 2a. taxable amount says UNKNOWN.So, when trying to file on hrblock …
WebJun 6, 2024 · June 6, 2024 12:50 PM. If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R. If you have not indicated that this is a CSA … WebJun 7, 2024 · 1 Best answer. TomD8. Level 15. June 7, 2024 3:04 PM. Don't put zero, just leave it blank. If the box says "unknown", that doesn't necessarily mean that the taxable …
WebOk here is some guidance from TurboTax: If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R.If you have not indicated that this is a CSA …
WebBox 2a on Form 1099-R. Enter the amount that could have been recovered tax free in prior years even if not claimed. Look at last year’s tax return to find this amount, or calculate the amount using the monthly tax free amount computed by TaxSlayer for the 2024 tax year times the number of months prior to 2024. scouts cheamWebAug 24, 2024 · Q: Why does my 1099-R form show that the taxable portion of my annuity is unknown? A: If your 1099-R Statement Box 2.a for the Taxable Amount is marked “Unknown,” OPM did not calculate the tax … scouts charter organizationWebIf this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only, enter $0 for Box 2a. If you made nondeductible contributions to a … scouts characterWebOperations Center, P.O. Box 45, Boyers, PA 16017 of your correct Social Security Number. Be sure to include your CSA number and a copy of your Social Security card when you contact OPM. Important Tax Information - CSA 1099R, Statement of Annuity Paid General — The 2024 tax year includes the 12 monthly annuity scouts cheap flightsWebThey put UNKNOWN in box 2a when it should be blank, and put "7 NONDISABILITY" in box 7 when is should only be "7". IRA, 401 (k), Pension Plan Withdrawals (1099-R). OR … scouts chatWebFeb 10, 2024 · Understanding Box 9B on Form 1099-R. When a taxpayer retires, they will start to receive money from their retirement plan (e.g. pension or annuity). As the payments are made to you, each payment will consist of two parts. One portion will be the amount (if any) that you contributed to the plan and the second portion will be the piece the ... scouts challenge 2023WebJun 6, 2024 · OPM has done that for years and it causes more confusion than help. They put UNKNOWN in box 2a when it should be blank, and put "7 NONDISABILITY" in box … scouts check your knowledge chart