In box 2a of my CSA 1099R it says “UNKNOWN” how do I determine my taxable income?

posted

When box 2a contains UNKNOWN, it means that your retirement administrator didn't calculate the tax-free portion of your distribution. TurboTax will lead you through the process to determine the taxable amount.

Refer to the TurboTax article Is my distribution nontaxable if Box 2a on my 1099-R is 0 or blank? taxable portion will need to be calculated.

[Edited 3/3/25|1:04pm PST]

@kldunston309

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

is capital gains included in the taxable income limit of $96700 per married couple? Do we get to take off our standard deduction? IE How do they count our income regarding this taxed limit? Which line of the 1040 is the determining amount ?

in Deductions & credits

Expert does your taxes

Do it yourself

Resources

Support

In box 2a of my CSA 1099R it says “UNKNOWN” how do I determine my taxable income?

In box 2a of my CSA 1099R it says “UNKNOWN” how do I determine my taxable income?

Unlock tailored help options in your account.

Get more help

Do you have a TurboTax Online account?

In box 2a of my CSA 1099R it says “UNKNOWN” how do I determine my taxable income?

Do you have an Intuit account?

In box 2a of my CSA 1099R it says “UNKNOWN” how do I determine my taxable income?

Unlock tailored help options in your account.

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert