OPM 1099R does not show taxable amount, how do I compute it?

atlinvest347 · ‎June 4, 2019

MarilynG · ‎June 4, 2019

If there is no amount in Box 2a (or 'taxable amount not determined' is checked) on your 1099-R, the taxable amount is the amount in Box 1.

If there is an amount in Box 5, this may be subtracted from the amount in Box 1 (indicating after-tax contributions).

Be sure to enter the 1099-R exactly as shown; including the Code in Box 7.

Here's more info:

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MarilynG · ‎June 4, 2019

If there is no amount in Box 2a (or 'taxable amount not determined' is checked) on your 1099-R, the taxable amount is the amount in Box 1.

If there is an amount in Box 5, this may be subtracted from the amount in Box 1 (indicating after-tax contributions).

Be sure to enter the 1099-R exactly as shown; including the Code in Box 7.

Here's more info:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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