1564616
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

CSA 1099R

For the past 11 years my CSA 1099R Taxable Amount has been the exact same amount (~$3,200) less than the Gross Distribution.   However, in 2019, my Gross Distribution was reduced due to a court ordered apportionment and the taxable amount was not determined and shown as "Unknown" in box 2a.

 

Can I assume the same annual reduction to the Gross Distribution (~$3,200) and split it proportionally based on my reduced Gross Distribution to the total.  And then reduce the result  from my Gross Distribution to show the taxable amount?  

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

CSA 1099R

If OPM is suddenly not entering an amount in box 2a then that is a question that you should ask to OPM, why they are not.

 

Nobody here would know what the "court ordered apportionment " is or how OPM is treating it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question