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lylettie
New Member

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

1099-Rs from 2008 thru 2018 start with Block 1, then Block 2a, and then skip to Block 5.  During all those years, Turbotax never asked for data from Blocks 2 & 3, but did in 2018.
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5 Replies

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

When you start entering a 1099R TurboTax asks what type of 1099R you have.

CSA-1099R

CSF 1099R

RRB 1099R

1099R.

Go back and make sure you checked the box for a CSA or CSF 1099R depending on which one you have.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Chose the correct type of 1099R you have.


lylettie
New Member

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

CSA-1099R was checked.  Turbotax wants data from Block 2 and Block 3.  There is no Block 2 or 3 on the 1099-R.

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

Does your CSA 1099R have an amount in box 2a for the taxable amount?
lylettie
New Member

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

Yes, always has.  Box 1 is Gross Distribution, 2a is taxable amount.  The difference is my contribution while I was working.
lylettie
New Member

Turbotax Premier asked for data from Blocks 2 & 3 from my 1099-R from OPM. There are no Blocks 2 or 3 in OPM 1099-Rs going back as far as 2008.

Still waiting for what to do about Box 2 and Box 3 on Turbotax when there is no such boxes on the 1099-R from OPM.  1099-R goes from Box 1, to 2a, then skips to Box 5.

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