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New Member
posted Apr 12, 2025 4:06:06 PM

If a CSF 1099R form is fill out in box 2a Taxable mount as UNKNOWN. Does the mean the survivor annuity paid is not taxable?

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1 Replies
Expert Alumni
Apr 15, 2025 7:56:29 PM

No it does not mean that the survivor annuity is not taxable. This means that OPM did not calculate the tax-free portion of your annuity. You can leave the taxable amount box blank and TurboTax will guide you through the interview to determine the taxable amount