MarilynG
Expert Alumni

Retirement tax questions

If there is no amount in Box 2a (or 'taxable amount not determined' is checked) on your 1099-R, the taxable amount is the amount in Box 1.  

If there is an amount in Box 5, this may be subtracted from the amount in Box 1 (indicating after-tax contributions).

Click the link for detailed info on how the tax-free portion for OPM is calculated.

Be sure to enter the 1099-R exactly as shown; including the Code in Box 7.

Here's more info:

https://ttlc.intuit.com/replies/3300757

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