☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 5, 2025 10:07:23 AM

I have a 1099 R that has a Gross amount for Box 1, but Box 2a, the taxable amount, says UNKNOWN. What is my taxable amount?

All of this Gross amount (in box 1) is from a CSRS pension annuity.

0 1 222
1 Replies
Expert Alumni
Mar 10, 2025 2:26:49 PM

The taxable portion is the difference between your box 1 income and your box 5 contributions.

 

Publication 721 (2024), Tax Guide to U.S. Civil Service Retirement Benefits states:

Part of the annuity benefits you receive is a tax-free recovery of your contributions to the CSRS or FERS. The rest of your annuity benefits are taxable.