Retirement tax questions

DaveF1006 · ‎February 17, 2022

If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R. If you have not indicated that this is a CSA form, go back into TurboTax in the 1099-R section and enter your CSA 1099-R, making sure to indicate before you enter the form that it is a CSA 1099-R. Then leave the taxable amount box blank and TurboTax will guide you through the interview to determine the taxable amount. Make sure to delete the incorrect 1099-R.

Either way, if Box 2a reads unknown, leave it blank and TurboTax will provide you with follow-up questions. Anyhow, if you are using Turbo Tax Online, when you get to the following screen, here is where you will make the selection. Be sure to pick the image in green.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"