MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Generally, the amount in Box 1 is the Taxable Amount, even if Box 2a has 'Unknown' or the 'Taxable amount not determined' box is checked.

 

You could look at a prior year return to verify this. 

 

The exception would be is if there is an amount in Box 5, which would indicate that part of the Box 1 amount was either Employee Contributions or Health Insurance premiums.

 

Be sure that you choose the CSF-1099-R entry screen.

 

Here's more info on Box 2a Unknown.

 

 

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