MarilynG1
Expert Alumni

Retirement tax questions

@Hephz5491 Enter your 1099-R exactly as issued.

 

If there is an 'Taxable Amount' in Box 2a, that is the taxable portion of the Distribution in Box 1 that is taxable (they may be the same amounts).

 

Pay close attention to the follow-up questions after you enter your 1099-R, if Box 2a says 'Unknown' .  The Taxable Amount will be calculated for you based on your entries to these questions. Leave Box 2a blank in TurboTax if this applies to you. 

 

Click this link for more info on Civil Service Survivor's Annuity.

 

 

 

 

 

 

 

 

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