cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

 
1 Best answer

Accepted Solutions
Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

The taxable amount is calculated for you, based on your form's entries and follow up questions.

First, let's make sure that the form is entered correctly, not as a regular pension.

Please follow the steps below to enter CSA 1099-R.

1. Federal Taxes

2. Wages & Income, Jump to Full list

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select  CSA-1099-R Civil Service survivor annuity (if you are survivor, but not the original owner). Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. 

Second, please be sure that the Form 1099-R is entered into Turbo Tax exactly as it appears (all fields, including the contributions); don't change any boxes, if they are blank or have "zeros" in them, please leave the fields in Turbo Tax blank. Also, leave the field showing Unknown blank. This will ensure proper calculation of the taxable amount.

 

7 Replies
Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

The taxable amount is calculated for you, based on your form's entries and follow up questions.

First, let's make sure that the form is entered correctly, not as a regular pension.

Please follow the steps below to enter CSA 1099-R.

1. Federal Taxes

2. Wages & Income, Jump to Full list

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select  CSA-1099-R Civil Service survivor annuity (if you are survivor, but not the original owner). Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. 

Second, please be sure that the Form 1099-R is entered into Turbo Tax exactly as it appears (all fields, including the contributions); don't change any boxes, if they are blank or have "zeros" in them, please leave the fields in Turbo Tax blank. Also, leave the field showing Unknown blank. This will ensure proper calculation of the taxable amount.

 

Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

It does NOT calculate it for you!!
Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

It doesn’t calculate the taxable amount for you
Level 20

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

@violetroses67 you are commenting on a 2 year old post.

You must determine the taxable amount on a CSA 1099-R if box 2a does not have a dollar amount.  If this is not the first year year you have received a pension, then you must use the same method that was used in 2017 - otherwise you use the box 2a amount (which makes it all taxable) or the simplified method if you have non-taxable basis in the pension.   If not sure - contact the plan administrator.
Level 1

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

How do I use the simplified method? What is the simplified method. Turbo tax says I don’t have to calculate that myself but evidently I do.
Level 20

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

@violetroses67  - You don't calculate is yourself but you do need to know if you are qualified to use it and you can provide the amounts to enter.

See IRS Pub 575 page 12 for the simplified method if you have a cost basis in the retirement plan.   If you are not sure if you have a cost basis, contact the plan administrator.
(Normally the administrator would provide that information).
<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/p575.pdf">https://www.irs.gov/pub/irs-pdf/p575.pdf</a>
Level 2

How is the taxable amount on an Office of Personnel Management form CSA 1099R box 2A says 'UNKNOWN'?

Sadly, Turbo tax doesn't calculate the taxable amount.  I will have to probably use another tax software or have tax agent do my taxes moving forward.