topic Re: Form 1099R in Get your taxes done using TurboTax

Form 1099R

jodyderry — Thu, 20 Feb 2020 17:40:57 GMT

I am doing my mom's taxes using Turbo Tax. She is 87, worked for civil service and has a 1099R form. Under Box 1, gross distribution it says 23,448. Under box 2a, it says Unknown taxable amount. Under 9b it says 30,177. What should I put in 2a in turbo tax? It won't take unknown.

Thank you,

Jody

Re: Form 1099R

TomK100 — Thu, 20 Feb 2020 18:18:41 GMT

If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R. If you have not indicated that this is a CSA form, go back into TurboTax in the 1099-R section and enter your CSA 1099-R, making sure to indicate before you enter the form that it is a CSA 1099-R. Then leave the taxable amount box blank and TurboTax will guide you through the interview to determine the taxable amount. Make sure to delete the incorrect 1099-R

Re: Form 1099R

jodyderry — Thu, 20 Feb 2020 18:20:18 GMT

Thank you so much. Yes, it is a CSA 1099R. I think this will definitely help my mom and we both appreciate your advice.

Re: Form 1099R

jodyderry — Thu, 20 Feb 2020 18:33:54 GMT

One last question, when I changed the form to CSA 1099R do I leave box 2 empty and Turbo tax fills it in based on my answers?

Re: Form 1099R

jodyderry — Thu, 20 Feb 2020 18:39:48 GMT

I just re-read your answer and yes, I leave it blank, sorry to bother you on the last question. I am good.