If box 2a on 1099r reads unknown what do I do ?

Forum|Forum|7 years ago
June 6, 2019
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If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R. If you have not indicated that this is a CSA form, go back into TurboTax in the 1099-R section and enter your CSA 1099-R, making sure to indicate before you enter the form that it is a CSA 1099-R. Then leave the taxable amount box blank and TurboTax will guide you through the interview to determine the taxable amount. Make sure to delete the incorrect 1099-R.

Either way, if Box 2a reads unknown, leave it blank and TurboTax will provide you with follow-up questions.

Please feel free to post any additional details or questions in the comment section.

Anonymous

Answer

Either way, if Box 2a reads unknown, leave it blank and TurboTax will provide you with follow-up questions.

Please feel free to post any additional details or questions in the comment section.

chezpaix

Level 3

Thank you MichaelDC for this answer.

Still, I need help.

I chose the CSA 1099-R and then filled it out and left box 2a blank and continued to where I chose yes for the taxable annuity amount was used as the taxable amount.

When I do this TT shows Taxable amount as $0 on box 5b on the form 1040 and on box 2a on the Form (CSA)1099 R.

What would you suggest.?

Thank you in advance for this and for all the many questions you have answered here.

John

DianeW777

Level 15

The pension income from Form CSA-1099R uses the Simplified Method for calculating the taxable portion of the amount each year. It's important to answer all of the follow-up questions such as 'Yes' to periodic payments.

Payment Start Year
Describe the Taxable Amount - No, a different amount was taxable.
Tell Us the Taxable Amount Method - Select Simplified Method
Enter Annuity Information - Complete all fields
Tell Us About Your Joint Annuity - Select Joint or Single Life Annuity
Enter Ages - At the start date, the first payment when your annuity began
Select Yes or No 'I am under retirement age for this plan'
See the image below once you complete the process

@chezpaix

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janekyuen

Level 2

I did what you said by not leaving the box2a blank but Turbo tax automatically input the same gross distribution amount. Mine 1099 is csa for disability retirement. could i put $0 in box2a while filing tax?

DaveF1006

Level 15

No you will not put in a "0" Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R. After you enter the 1099R in the screen, turbo tax will ask additional questions about your 1099R to determine how much of that distribution is taxable.

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