When the Taxable Amount is marked as 'Unknown'; this means that Office of Personnel Management did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax-free portion of your annuity are;
- Your case is a Disability Retirement
- You retired prior to November 19, 1996
- You have Voluntary Contributions
- Apportionment was paid to your former spouse(s)
- Your case has not been finalized and you are in Interim pay status
- You have Survivor benefits payable and/or
- Your case is an Office of Workers Compensation case
Whatever the case, Turbo Tax will correctly determine the taxable portion of your annuity distribution based from the answers you give them regarding your annuity.
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