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Retirement tax questions
Hi Thomas,
On my CSA-1099 R Form the Boxes are as follows:
Box 1- Gross Distrubtion: $49,006
Box 2a - Taxable Amount: Unknown
Box 2b - not listed
Box 3 - not listed
Box 4 - Federal Tax: $3,816
Box 5 - Employee Contributions/ ROTH Contributions or Insurance Premiums: $2548
Box 6- not listed
Box 7- NONDISABILITY
Box 8 - not listed
Box 9b - Total Employee Contributions: $10,163
Boxes 10-13, not listed
On the bottom of my 1099-R, it is stated: Gross annuity reduced by $2517 paid to (name of former spouse) under court order apportionment. Taxable amount not determined.
Based on this information, what is my taxable amount for 2a?
Thank you,
Steve
‎January 22, 2023
2:28 PM