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Retirement tax questions
Hello ThomasM125,
I believe you misunderstand the problem. You state we "...should enter the Form 1099-R as it is stated on the form without modification". This is not possible. That is the problem at hand: Turbo Tax WILL NOT accept alphanumerics for Box 2a. And our CSA 1099-R from OPM Box 2a says "UNKNOWN".
Furthermore, what I described cannot be categorized as alimony; nor is it the situation mentioned by @macuser_22. That situation is when OPM pays the entire annuity to you, and you then provide payment to your ex-spouse for their share. The situation we are talking about here is when OPM pays the ex-spouse directly and provides said ex-spouse with their own 1099-R. In this case, OPM sends us a CSA 1099-R where in Box 1 they place the entire annuity amount for the year...without deducting the amount they paid to the ex-spouse and reported on their 1099-R. And in our Box 2a they place the (alphanumeric) word "UNKOWN". This situation is not handled by the current version(s) of Turbo Tax...without the workaround I provided in my prior post or the one you just provided in Steps 1-6. Thank you.