IF BOX 2A ON MY CSA 1099R SAYS UNKNOWN WHAT DO i DO?

[jhoban808]

WHY DOES BOX 2A ON MY CSA 1099R SAY UNKNOWN?

[MelindaS1]

This means you're responsible for calculating and entering the taxable portion of the distribution, not the sender. From TurboTax - Is my distribution nontaxable if Box 2a on my 1099-R is 0 or blank?:

..if Box 2a is blank (empty) on your 1099-R form, the taxable portion of your distribution needs to be calculated:

• If the distribution is from a traditional IRA, we'll ask you some questions regarding your non-deductible contributions and then calculate the taxable amount based on your information.

• If the distribution is from a pension, we’ll consider the entire distribution taxable unless you can calculate the taxable amount and enter it in Box 2a. Don't enter an amount unless you know the taxable portion of your distribution.

We've got help on entering your 1099-R. To get to the 1099-R section of your return:

TurboTax Online/Mobile: Go to the 1099-R screen under Wages & Income

TurboTax Desktop: Search for 1099-R, and select the Jump to link or,

1. Go to Federal Taxes.
2. If asked, How do you want to enter your income?, select I'll choose what I work on.
3. Under Retirement Plans and Social Security, select Start or Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

Given that this is a civil service pension, I recommend contacting the plan fiduciary administrator (bank) or your union/civil service retirement contact for assistance in figuring your taxable / nontaxable amount(s). See also: IRS Publication 721 (2024), Tax Guide to U.S. Civil Service Retirement Benefits