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New Member
posted Jun 7, 2019 3:04:33 PM

If the taxable amount in box 2a says "unknown" on csa 1099r, do i put zero

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1 Best answer
Level 15
Jun 7, 2019 3:04:34 PM

Don't put zero, just leave it blank.  If the box says "unknown", that doesn't necessarily mean that the taxable amount is zero.

6 Replies
Level 15
Jun 7, 2019 3:04:34 PM

Don't put zero, just leave it blank.  If the box says "unknown", that doesn't necessarily mean that the taxable amount is zero.

New Member
Jun 7, 2019 3:04:35 PM

Thanks, that's what I did. Then there is a follow-up question:  "You told us zero is taxable, do you want to change?" I did not enter zero, I left it blank. Do I need to go back and change anything?

Level 15
Jun 7, 2019 3:04:37 PM

Is "Taxable Amount Not Determined" checked in Box 2b of your 1099-R?  If Box 2a says "unknown," that doesn't necessarily mean that the taxable amount is zero.

New Member
Jun 7, 2019 3:04:38 PM

I'm away from my taxes right now and appreciate your answer. I use the Simple method and I think by answering those questions that may be all I need to do. Will check later about box 2b. Thanks again!

New Member
Jun 7, 2019 3:04:40 PM

The OPM website provides a simple calculator to figure out how much is considered taxable income.

<a rel="nofollow" target="_blank" href="https://apps.opm.gov/tax_calc/index.cfm">https://apps.opm.gov/tax_calc/index.cfm</a>

New Member
Jun 13, 2020 2:20:29 PM

Hi,

 

Do I use box 9b 0n 1099r to compute taxable income