If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM (Office Of Personal Management) did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax-free portion of your annuity:
- Your case is a Disability Retirement
- You retired prior to November 19, 1996
- You have Voluntary Contributions
- Apportionment was paid to your former spouse(s)
- Your case has not been finalized and you are in Interim pay status
- You have Survivor benefits payable and/or
- Your case is an Office of Workers Compensation case
omp.gov
TurboTax will calculate the taxable amount when you enter your form and answer the questions.
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