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I retired from the railroad when I was 59. I was 60 in 2017.
I retired from the railroad when I was 59. I was 60 in 2017. I received a 1099 R. My gross income on the 1099-R is $39,840. There is nothing in taxable income. Is it suppose to be taxed. I say this be… read more
emc011075
emc011075
Tax adviser
Bachelor's Degree
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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
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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
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MY CLIENT RECEIVED A 1099-r TITLED "sTATEMENT OF sURVIVOR
mY CLIENT RECEIVED A 1099-r TITLED "sTATEMENT OF sURVIVOR aNNUITY pAID" … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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I have a friend named who just left Publix supermarket in
I have a friend named Brian who just left Publix supermarket in Florida at the age of 39. He worked there for 19 years and the company purchased stock for the employees over the years. He left Publix … read more
emc011075
emc011075
Tax adviser
Bachelor's Degree
4,199 satisfied customers
Second opinion] which line for a 1099-rJA: The Accountant
Is there anything else important you think the Accountant should know?Customer: code "2" is on line 7 of the 1099-R… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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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 adviser
Bachelor's Degree
4,199 satisfied customers
On my 1099-R box 2b indicates $51,171.08, box 5 indicates
On my 1099-R box 2b indicates $51,171.08, box 5 indicates $406.56, and box 9b indicates $8,809.25. The amount in box 9b is the nontable amount paid I paid to my educational pension plan before 1987. D… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I received a CP2000 from the IRS stating I did not report all
I received a CP2000 from the IRS stating I did not report all of my income. My 1099-R from 2013 has in box 1-$14,399, Box 2-$4,399 and in box 5 $10,000 with a distribution code 4. Is the $4,399 the ta… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,595 satisfied customers
Stumped. Office of Personnel Management 1099-R has UNKNOWN
Stumped. Office of Personnel Management 1099-R has UNKNOWN for taxable amount in block 2a. OPM can't answer tax questions. Turbo Tax can't explain how to determine taxable amount so can't complete tax… read more
emc011075
emc011075
Tax adviser
Bachelor's Degree
4,199 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
4,304 satisfied customers
I have just filed my Turbotax 2011 return. After checking it
I have just filed my Turbotax 2011 return. After checking it again I have found what I believe is a problem. On my CSA 1099R it shows UNKNOWN in box 2a Although I don't find it explained anywhere, it … read more
rramsook
rramsook
President/Owner
Bachelor's Degree
305 satisfied customers
I have a 1099-r for distribution from a anuity Trivant Financial,
I have a 1099-r for distribution from a anuity Trivant Financial, Field 1 is total distribution EG $ 200, Field 2 is taxable inc, eg $ 20 and field 5 eg 180. Turbo tax shows the the 200 as taxable inc… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,803 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
27,803 satisfied customers
MY FATHER IN LAW RECEIVES A 1099-R FOR HIS RETIREMENT. IN BOX
MY FATHER IN LAW RECEIVES A 1099-R FOR HIS RETIREMENT. IN BOX 2A IT HAS TAXABLE AMOUNT "UNKNOWN". HOW DO YOU FIGURE THE TAXABLE AMOUNT?… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
I am using turbo tax 2009 but am confused on how to enter my
I am using turbo tax 2009 but am confused on how to enter my father's 1099-R Civil Service/OPM income. The reason is that he retired in 1976 and allegedly used the Three Year Rule to determine his tax… read more
Arthur Rubin
Arthur Rubin
Doctoral Degree
1,278 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
3,132 satisfied customers
WHEN I TURNED 59 1/2 I TALKED TO MY 401K AGENT TO SEE IF I ...
Based on these two 1099-Rs, you will enter the sum of the amounts from box 1 on both forms on line 16a of Form 1040. Then on line 16b (the taxable portion) you will enter $55,725 (from box 2) and writ… read more
Bill
Bill
Master's Degree
3,132 satisfied customers
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