@vmqc77 wrote:
How I known to calculate the taxable income from OPM 1099R where the item 2b indicate unknown and item 7 indicate 3-disability?
Depends on if you are older or younger than the earliest age that you could have retired if not disabled. If younger, then code 3 means that the box 1 income is wage replacement and will just be reported the same way as if it was W-2 income on line 1 of the 1040 form as not as a pension income.. If older, then is treated as a pension the same as if the code was a 7 as explained above.
When you enter the CSA 1099-R code 3, TurboTax will ask what that retirement age is - if you don't know then contact the plan administrator.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
