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

1 Best answer

Expert Alumni

Jun 4, 2019 7:13:06 PM

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:

Expert Alumni

Jun 4, 2019 7:13:06 PM

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:

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