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Level 2
posted May 4, 2020 10:14:04 AM

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?  

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1 Replies
Alumni
May 4, 2020 12:51:57 PM

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.