If the taxable amount in box 2a says “unknown” on csa 1099r, do i put zero Don’t put zero, just leave it blank. If the box says “unknown”, that doesn’t necessarily mean that the taxable amount is zero.

What does it mean when 1099r is listed as unknown?

1099R Taxable amount is listed as ‘Unknown’. What does that mean? If your 1099R Statement Box 2.a for the Taxable Amount is marked as ‘Unknown’; this means that OPM did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax-free portion of your annuity:

Is the taxable amount not determined in box 2A?

Is “Taxable Amount Not Determined” checked in Box 2b of your 1099-R? If Box 2a says “unknown,” that doesn’t necessarily mean that the taxable amount is zero. **Answers are correct to the best of my ability but do not constitute tax or legal advice.**

What does it mean if box 2A says unknown?

If Box 2a says “unknown,” that doesn’t necessarily mean that the taxable amount is zero. **Answers are correct to the best of my ability but do not constitute tax or legal advice.**

How to determine the taxable amount on a CSA 1099-R?

You must determine the taxable amount on a CSA 1099-R if box 2a does not have a dollar amount.

What is in box 5 of CSA form?

Any number in Box 5 is ALWAYS health insurance premiums and nothing else; it is entered. on Schedule A as a medical deduction if the client is itemizing… However, there may be more potential medical deductions not included in Box 5. Form CSA 1099R for retirees (US Government Civil Service)… 2017.

What’s the taxable amount on a CSA 1099 R?

When entering data on the 1040, should there … read more On for CSA 1099-R the taxable amount listed in box 2A is “Unknown. The box 7 is NONDISABILITY box five has an amount of 4,345.18. Alimony paid to … read more

What is in box 2A of OPM 1099?

My OPM 1099-R has “unknown” in box 2A but notes that gross annuity was reduced by 44% paid to ex-spouse. Is the entire gross annuity … read more Have a 1099-r with box 5 for health insurance from opm. TAX: Taxpayer received a 1099-R for disability (code 3). TAX: Taxpayer received a 1099-R for disability (code 3).

What is box 5 on a 1099 R?

Have a 1099-r with box 5 for health insurance from opm. TAX: Taxpayer received a 1099-R for disability (code 3). TAX: Taxpayer received a 1099-R for disability (code 3). Block 2a on the 1099-R states “unknown”.

How is taxable amount calculated for box 2A when 1099-R?

If your 1099R Statement Box 2.a for the Taxable Amount is marked as ‘Unknown’; this means that OPM did not calculate the tax-free portion of your annuity.