Hi. My father passed away in 2018 and my mom had a professional do her 2018 taxes. I'm now trying to do her 2019 taxes.
My father was an employee in the Government Civil Service Retirement System (CSRS). The 1099-R has:
box 1: 39372.00
box 2a: UNKNOWN (yes, it has "UNKNOWN")
box 4: 1497.60
box 5: 2920.05
box 7: 4 - Death-Benefit
box 9b: 85633.00
There is not a box 2b, so I don't know if I should "check the box" for Taxable amount not determined.
Does anyone know if the full amount in box 1 is taxable? If not, how can I calculate or have TurboTax calculate the taxable amount? How do boxes 5 and 9b enter the computation?
Thank you. Any help would be appreciated!
