Chaspol
New Member

Get your taxes done using TurboTax

Turbo Tax does calculate the amount for box 2a on your Statement of Annuity Paid form, from OPM.

When you get to the screen with Taxable Amount, click "No, a different amount ..."

Then, I used the "Simplified Method" which I believe is required, to calc. the Taxable Amount.  Box 9b on the 1099-R has your Contributions, which you need to enter.

Note:

(I have not yet been able to get TT to USE this taxable amount!)