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Retirement tax questions
Yes, it's a CSA 1099-R from OPM.
Yes, there is an amount in Box 5
Box 2a is less than Box 1. Because some of my income was already taxed (that basis is the amount in Box 5). I checked last years return same thing. So when asked about that I select "Yes, the taxable annuity amount was used as the taxable amount."
When done... it still says "Needs review". I'm perplexed and unfortunately the TurboTax expert was as well...
‎January 16, 2021
5:02 PM