Hi Linda...thank you for your response. I have figured out a roundabout way to take care of the issue for now. It would be better, of course, if TurboTax could be updated to take care of this specific situation automatically. The specific situation for federal retirees with a court-ordered apportionment involves the Form CSA 1099-R. OPM places your Gross Distribution, BEFORE being reduced by the court-ordered apportionment, in Box 1. They type the reduction amount (total apportioned for the tax year) at the bottom of the form as a note (see my post above). Of course, you are not responsible for the taxes on the apportioned amount. However, OPM places the word "UNKNOWN" in Box 2a of the form. OPM WILL NOT calculate the taxable amount that should go in Box 2a for you. For reference, the taxable amount should be the gross annuity from Box 1 MINUS the total court-ordered apportionment typed at the bottom of the form MINUS the recovered annuity cost that Turbo Tax will calculate for you if you follow the instructions I present below.
Again, big the issue is that TurboTax WILL NOT accept anything other than a blank entry or a number when inputting the 1099-R. Following is what I found that will resolve the inconsistency:
a) Input the information for your Form CSA 1099-R but LEAVE Box 2a blank;
b) Got to View>Forms and click on the "1099R Summary" form to view it;
c) In the "Pensions and Annuities" section, Line 32a ("Taxable amount of distributions"), override the value with the taxable amount that you determine by subtracting the total apportioned amount for the year AND the recovered annuity cost (from either line 13 of Form 1099-R (Office of Personnel Management) or by doing your own calculation) from the gross distribution amount in Box 1 of your 10099-R.
d) Got to View>Forms and click on the "Form 1099-R (Office of Personnel Management)" form to view it;
e) On the first page under Box 2a check the small box that says "Taxable amount not determined".
You will see on Form 1040 that Line 5b now has the correct taxable amount of your apportioned pension/annuity.
