If box 2a on 1099r reads unknown what do I do ?

[Judiewelter]

Can I add my 2020 tax to my 2021 tax ??

[JulieS]

No, your must file your 2020 tax information only on your 2020 tax return.

Likewise, you need to report only 2021 W-2s, 1099s, etc. on your current tax return. 

If you did not file your tax return in 2020, you can file now, but you need to use 2020 software. Click here to buy the 2020 TurboTax program. 

[JulieS]

No, your must file your 2020 tax information only on your 2020 tax return.

Likewise, you need to report only 2021 W-2s, 1099s, etc. on your current tax return. 

If you did not file your tax return in 2020, you can file now, but you need to use 2020 software. Click here to buy the 2020 TurboTax program. 

[chezpaix]

Yes the answer is no. Thank you again for all the help here. I hope you get double karma for all you do.

Thanks so much.

[andimarie1971]

I am so thankful for this thread! Now, I am right were you all ended, except in the simplified method it will not accept the date of 6/1/2021 as the first distribution date. It says my husband can't use this method because he is only 50. 

[JamesG1 · Accepted solution]

What is the nature of your spouse's pension or annuity?

The IRS has rules for using the Simplified Method and the General Rule.  They may be found in IRS Publication 575 and Publication 939.

Who must use the Simplified Method

You must use the Simplified Method if your annuity starting date is after November 18, 1996, and you meet both of the following conditions.

(1) You receive your pension or annuity payments from any of the following plans.

• A qualified employee plan.
• A qualified employee annuity.
• A tax-sheltered annuity plan (403(b) plan).

(2) On your annuity starting date, at least one of the following conditions applies to you.

• You are under age 75.
• You are entitled to less than 5 years of guaranteed payments.

Who can't use the Simplified Method

You can not use the Simplified Method if you receive your pension or annuity from a nonqualified plan or otherwise do not meet the conditions described in the preceding discussion. See General Rule, later.

@andimarie1971 

[Getter]

The "unknown" from CSR 1099-R was chosen.  The next guided questions of RMD is how much of the $53,364.00 was a RMD?

[MonikaK1]

Your entire distribution amount is RMD, assuming you have passed the age for the required minimum distributions. 

All retirement accounts, even pensions and annuities, must meet the RMD requirements. You generally have to start taking withdrawals from your IRA, SIMPLE IRA, SEP IRA, or retirement plan account when you reach age 72 (73 if you reach age 72 after Dec. 31, 2022). See this IRS webpage for additional information on RMDs.

Please also see this thread for another discussion of this specific issue.