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On 1099R, Box 5 may have an amount. The amount is for Roth
On 1099R, Box 5 may have an amount. The amount is for Roth contributions or insurance premiums. If the insurance premiums are before tax m, they are deducted on Schedule A. I am currently reading abou… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
21,182 satisfied customers
I am filing back taxes for 2017 and 2018. Retired on
I am filing back taxes for 2017 and 2018. Retired on disability two years ago. -In 2017, received OPM disability pension ($25K) and W2 ($662) as income -In 2018, started receiving disability Social Se… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,063 satisfied customers
Have a 1099-r with box 5 for health insurance from opm.
have a 1099-r with box 5 for health insurance from opm … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,063 satisfied customers
Why would part of a 1099-R not be taxable? The gross
Why would part of a 1099-R not be taxable? The gross distribution is $12,800, the taxable part is $6,794. … read more
Barbara
Barbara
Enrolled Agent, Paralegal
11,871 satisfied customers
I retired from the federal government on January 3, 2018 in
I retired from the federal government on January 3, 2018 in San Diego, Ca. In August 2018, sold my house and permanently moved to Sedona, Arizona. I have been receiving a Federal Government CSRS pensi… read more
Tax.appeal.168
Tax.appeal.168
Principal
6,876 satisfied customers
It seems that the OPM does not give enough information. I
it seems that the OPM does not give enough information. I too always thought the taxable amount was the difference between box 1 and 5. 8606? you need the total Retirement accounts to figure the non t… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
21,182 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.
5,291 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.
5,291 satisfied customers
On for CSA 1099-R the taxable amount listed in box 2A is
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 former spouse. How do I calculate the taxable amount f… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 satisfied customers
I retired from the federal government in March 2016. For tax
I retired from the federal government in March 2016. For tax year ending December 31, my 1099R 2016 Statement of Annuity Paid reflected Gross Annuity of $24160. Additionally, the 1099R also included t… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,326 satisfied customers
Know 1099-r block 7 = 3-disability sincenov 1990. Now last
now 69 last mar. no other income now 23,304 an ca. state threatening attach … read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
1,189 satisfied customers
Received OPM 1099R; box 1- gross distribution 35,861; box
Received OPM 1099R; box 1- gross distribution 35,861; box 2a-Nothing; Distribution Code 3; Total employee contributions 4,389; Age-44 not yet at retirement age. Is the 35,861 taxable or non taxable? … read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
21,182 satisfied customers
In 2016 I made an excess contribution to my SEP. I withdrew
In 2016 I made an excess contribution to my SEP. I withdrew the excess of $7432.00 and redeposited $6500 in to a Traditional IRA the same day. My 1099-R shows the $7432.00 as an early distribution (bo… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
21,182 satisfied customers
I had a Roth IRA CD in one bank and when it matured I
Hi, I had a Roth IRA CD in one bank and when it matured I received a check and put the whole amount into another Roth IRA CD within 30 days. My 1099-R shows a code Q in box 7. It appears that the amou… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
21,182 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
11,871 satisfied customers
I retired from the State of Illinois as a police office in
I retired from the State of Illinois as a police office in 1984. I then retired from the Federal Government as a Senior Exective in 1998. I have been continuing to work for the Federal Government as a… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
17,888 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
1,312 satisfied customers
is any portion of the ex spouse CSRS retirement tax free this
is any portion of the ex spouse CSRS retirement tax free? this is not a survivor spouse. she was awarded a portion of his retirment pay in a divorce. the 1099-r does not show any employee contribution… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
33,063 satisfied customers
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