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On form 1099R, box 1 shows the amount of the distribution
On form 1099R, box 1 shows the amount of the distribution and box 2 shows the taxable amount. If the taxable amount is less than the distribution amount, which amount do I show as the amount for the s… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,909 satisfied customers
My husband retired after 37 years from the Federal
my husband retired after 37 years from the Federal Government and is getting a federal retirement pension. He has paid Federal Taxes on his retirement ($177,000) - are we still liable to pay again fed… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,282 satisfied customers
I am 53 on federal disabilty retirement from post office. On
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 online I'm suppose to put a numerical am… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
4,518 satisfied customers
I have a Form CSA 1099R tax form with a Gross Distribution
Second opinion] Hi Pearl, I have a Form CSA 1099R tax form with a Gross Distribution of $32,760. Box 2a. Taxable amount is "Unknown". There is not a Box 2b. Box 4 Fed Income Tax Withheld is $5,638. Ho… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
4,518 satisfied customers
I have a Form CSA 1099R: box 1 76,800; box 2 73,417.08, box
I have a Form CSA 1099R: box 1 76,800; box 2 73,417.08, box 5 7032; box 7: 7-nondisability; box 9b: 87391. I have been reducing his taxable amt (box 2a) each year using the simplified method to recoup… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,909 satisfied customers
I have been on disability and the reported amount on 1099r
I have been on disability and the reported amount on 1099r section 2a was unknown. Since I have now reached federal retirement age, will the amount in box 2a change? am i correct in reading that once … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,282 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
4,282 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
4,282 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
4,282 satisfied customers
I took an early 401k withdrawal as part of a divorce settlement
I took an early 401k withdrawal as part of a divorce settlement - a large chunk of it but not all. 10 percent was taken off the top because I was not 55 and I paid a boatload in taxes last year on the… read more
Angie
Angie
Bookkeeper, Tax Preparer, Office Manager
393 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
17,888 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
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
31,909 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
567 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
3,157 satisfied customers
I am a Federal Employee receiving an annuity. I happen to
I am a Federal Employee receiving an annuity. I happen to be itemizing this year and when I reviewed it with my preparer they said that my health insurance premiums that I pay are not an eligible expe… read more
CGCPA
CGCPA
Owner
Bachelor's Degree
3,815 satisfied customers
form csa 1099r how do i determine the taxable amount on
form csa 1099r how do i determine the taxable amount on form csa 1099r box 1 gross distribution $27263.93 box 5 employee contributions roth, health ins $ 7151.05 box 9b total employee contributions $4… read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
2008 Year tax return In preparing 1040 form, Income line 16a
2008 Year tax return In preparing 1040 form, Income line 16a an input of $56,928.00 reported from Office of Personnel Management Retirement Services Program by form CSA-1099R, line 16b (Taxable amount… read more
RD
RD
Self Employed
Master's Degree
1,129 satisfied customers
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