topic Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the info I tried to add made it in…and I’m not sure I understand it either.. in Retirement tax questions

Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the info I tried to add made it in…and I’m not sure I understand it either..

lolamomlinda — Mon, 23 Feb 2026 13:37:23 GMT

Did anyone else get an extra letter with information/numbers on it?

Re: Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the in...

RalphH1 — Fri, 03 Feb 2023 18:32:11 GMT

1099-Rs (and tax reporting forms in general) are often accompanied by additional info. Much of the time, it’s "FYI” stuff and not actually needed to submit an accurate return, but occasionally it’s important numbers that need to be included.

The big question with a 1099-R is how much of the box 1 Gross Distribution amount is taxable. If box 2a (“Taxable amount”) has an amount which is accurate, then that’s generally all you need. But if the payer doesn’t have enough info to put a number in that box, or they put one that you don’t agree with, you’re left with figuring out how much should be taxable (based on any possible post-tax contributions and other circumstances).

Lolamomlinda, I’m thinking if it’s a military pension, then the first scenario probably applies. However, your indicating that you tried to add some of the info makes me think it may not be that straightforward. Can you give us some more details? (Exactly who is the payer is on the 1099? What are the box 1 and 2a amounts? Did you receive this annuity in previous years and was it all taxable then? What does the extra paper say at the very top? Is there anything else that you believe might be relevant here?)

Of course, we can’t look at your documents in this venue to analyze them with certainty, but I or someone else can probably help you feel more comfortable with your return…

Re: Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the in...

lolamomlinda — Sun, 05 Feb 2023 04:45:21 GMT

The box 1 and 2a were the same exact amount this year but I can’t remember what it was last year. This is for my MIL. It’s her late husband’s military annuity. I did end up submitting it even though I was unsure.

Re: Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the in...

lolamomlinda — Sun, 05 Feb 2023 04:46:47 GMT

The other paper says at the top “annuitant account statement’

Re: Hi. My 1099-R for military annuity came with an extra paper this year and I’m not sure the in...

RobertB4444 — Sun, 05 Feb 2023 18:09:59 GMT

The box 1 and 2a should be the same for her every year, then. The Annuitant Account Statement is just extra FYI paperwork that tells you stuff you should know about her pension but is not necessary in order to file your tax return.

@lolamomlinda