topic Re: CSA1099R in Retirement tax questions

CSA1099R

tlyn4 — Wed, 11 Feb 2026 09:46:26 GMT

I was given a CSA 1099R - age over 65:

1. $10,986

2a. unknown

5. $1407

7. 3 disability

9b $3905

What should be placed in 2a for taxable amount

Re: CSA1099R

DoninGA — Mon, 06 May 2024 20:44:14 GMT

Leave box 2a on the Form 1099-R blank (empty)

Re: CSA1099R

tlyn4 — Mon, 06 May 2024 21:07:41 GMT

Can you explain why? I have seen where it is being said take 1 minus 9a and the balance = 2a taxable?

Re: CSA1099R

taxlady28 — Thu, 09 May 2024 21:29:27 GMT

In TurboTax you put the form exactly as it was sent to you. Those are directions for preparing a form. You are not preparing a form. You are reporting what is in your form.