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My Federal Retirement taxable income
From 2008 thru 2018 my CSA 1099R provided a taxable amount in box 2a. Since my divorce in 2018, my CSA 1099R has shown "UNKNOWN" in box 2a and notes that my gross distribution has been reduced under a court-ordered apportionment. I have been using the Simplified Method to compute this amount in 2019 and 2020. However, I'm not sure how to answer the questions related to the non-taxable amount to date. Should it included both mine and my ex's or just mine for 2019 and 2020?
Thanks LB
March 8, 2021
12:10 PM