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I have a statement of annuity paid from the office of
I have a statement of annuity paid from the office of personnel managment retirement operations. Box 2a taxable amount is marked unknown. Box 1 gross distribution is 29,928. Box 9b total emp;l;oyee co… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,382 satisfied customers
When I retired from the Commonwealth of Pa. I took my
When I retired from the Commonwealth of Pa. I took my contributions from my pension and rolled them into my Roth Account. The Commonwealth sent me two 1099R's. On for a reduced amount (minus the Feder… read more
Barbara
Barbara
Enrolled Agent, Paralegal
15,104 satisfied customers
What do I do when 1099R form from OPM says Unknown in box
What do I do when 1099R form from OPM says Unknown in box 2a? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
15,104 satisfied customers
Statement of survivor annuity paid is issued by OPM for 2016
Statement of survivor annuity paid is issued by OPM for 2016 with box box 1. 3267.87 2a unknown , box 7 code 4 , box 9b 1860.00 and box 5 2105.75 after death of spouse in 2015. 1099R was issued for 20… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,382 satisfied customers
I retired a year ago and I am trying to understand my
I retired a year ago and I am trying to understand my CSa1099R, especially the difference between line 2 and 9b, am m I able to use 9b as a deduction? … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,382 satisfied customers
Filling out taxes for my Dad in Turbo tax, for Office of
Filling out taxes for my Dad in Turbo tax, for Office of personal management, show box 2a as unknown and does not have any boxes for 2b or 3. So do I check any additional boxes or just leave box 2a bl… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,382 satisfied customers
This is pertained to Form 1099-R from Office of Personnel
this is pertained to Form 1099-R from Office of Personnel management retirement operationBox 1 Gross distribution $15000 Box 2a Taxable amount: unknown Box 5 Employee contributions/designated Roth Con… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,382 satisfied customers
i have a client that has a code 3 on her 1099-R and her box
i have a client that has a code 3 on her 1099-R and her box 2a says unknown how to fix that… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
MY DAUGHTER HAS A CSF FORM 1099R 4 - DEATH BENEFIT
MY DAUGHTER HAS A CSF FORM 1099R FOR A 4 - DEATH BENEFIT. THE TAXABLE AMOUNT IN 2A IS LISTED AS UNKNOWN. HOW DO I KNOW HOW TO CALCULATE THE TAXABLE AMOUNT OF A DEATH BENEFIT? tax software requires blo… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,472 satisfied customers
How do i determine taxable amount on 1099-r? It's a survivor
How do i determine taxable amount on 1099-r? It's a survivor annuity, gross distribution 4380.00, federal income tax withheld 650.00… read more
PDtax
PDtax
Owner
Master's Degree
9,538 satisfied customers
I had early distribution ($10,000) of a roth IRA last year.
I had early distribution ($10,000) of a roth IRA last year. For PA-40 (pa state indiviudal tax return), tax program shows gross distribution, basis, PA taxable. In my case, would you let me know what … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,472 satisfied customers
Purchased an fixed annuity with death benefits, receiving
Purchased an fixed annuity with death benefits, receiving monthly payments. Rquested a dollar amount to be taken for fed taxes. The annuity has a 3.5% intrest rate. In box 2a of the 1099-r form, what … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,472 satisfied customers
Is Form 1099-R Box 9b distribution taxable? How long can I receive it?
I have a client who receives a 1099R each year. The benefit is a statement of survivor annuity paid. Each year the payer list the gross amount of distribution in box 1 and "unknown" in box 2 which is … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,472 satisfied customers
I am filling on a tax return for a friend who is on disability
I am filling on a tax return for a friend who is on disability retirement and his gross distribution is 14580.00 but his taxable amount in 2a shows as "unknown". He has 2077.00 in box 5 for health ins… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
2,290 satisfied customers
I am trying to complete my 2010 tax return. I have a 1099R
I am trying to complete my 2010 tax return. I have a 1099R from the Office of Personnel management Retirement Operations and am confused on how to determine the taxable amount. Information is as follo… read more
Jacy
Jacy
Bachelor's Degree
434 satisfied customers
This is my 1099r form. box 1 gross distribution 47870. 00.
This is my 1099r form.: box 1 gross distribution 47870. 00. 2a taxable amount 46919.00 box 4 fed in tax withheld 4657.00 box 7 distribution code 7 ita/sep/simle box is not checked. box 8 blank box 9a … read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
How do I figure out the taxable amount of my aprents pension
This spension started befor 1986. Ther is a contribution amount listed and the tax form states that the taxable annuity is unknown.39515.6121417824… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
I have borrowed from my NYS retiremnt plan annually for the ...
I have borrowed from my NYS retiremnt plan annually for the past 4 years. I have paid taxes on the distribution each year. I retired in July of 2007 and the loan balance was paid from a distribution o… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
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