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Level 1
April 15, 2026
Question

I have a 1099-R from Office of MRO. I am a survivor widow of a retiree from a federal employee. the 1099-R I received. The taxable amount is unknown what is that mean?

  • April 15, 2026
  • 1 reply
  • 77 views
does 1099-R with unknown taxable amount is equal to zero taxable amount?

1 reply

Level 15
April 15, 2026

TurboTax Online will use the simplified method to determine the taxable portion for box 2a of your CSF 1099-R.   Presume that:

 

  • Monthly payments were received, 
  • Payments started in 2025, and 
  • That box 7 is code 7.

You will need to know: 

 

  • The amount of the employee contributions (should be in box 9b),
  • The date the annuity started,
  • The number of months that payments were received in 2025, 
  • The age of the recipient when the annuity started,
  • The age of other beneficiaries (if there are any), and 
  • Was the recipient under the retirement age for the plan.

Follow these steps: 

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Wages & Income.
  • Click on the down arrow to the right of Retirement Plans and Social Security.
  • Click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R).
  • At the screen Who gave you a 1099-R, select  Office of Personnel Management (CSF 1099-R).
  • At the screen Annuity information, select Yes for the question Did you start getting payments in 2025.
  • At the screen Annuity information, select No for the question For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?
  • At the screen Annuity information, enter the annuity start date, plan cost, months payments were received and amount recovered in previous years.  (This will be $0 if this is the first year that you receive the payment.)
  • At the screen Annuity InformationPlan Cost should be in box 9b.
  • At the screen Annuity Information, enter the beneficiary ages.
  • The taxable amount will be computed by the simplified method.

View Federal 1040 tax return line 5a and 5b at Tax Tools / Tools / View Tax Summary / Preview my 1040.


 

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