You'll need to sign in or create an account to connect with an expert.
There's really no way to tell, unless you contact the Office of Personnel Management (OPM) to ask. See the office's Get Help page for contact information.
OPM doesn't appear to have its manual relating to the completion of Form CSA 1099R available online, but the IRS has its Instructions for Forms 1099-R and 5498 available. The policies would presumably be fairly similar.
According to Box 2a. Taxable Amount in the instructions linked above:
Generally, you must enter the taxable amount in box 2a. However, if you are unable to reasonably obtain the data needed to compute the taxable amount, leave this box blank. Except as provided under Box 6 , later, do not enter excludable or tax-deferred amounts reportable in boxes 5, 6, and 8. Enter 0 (zero) in box 2a for:
Please see the linked instructions for more information.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
potentilla
Level 3
K_lead90
New Member
TomG6
New Member
brittany-j-rich
New Member
anthonygoldtrap@
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.