On my 1099R I show no taxable amount in 2a. This is my pension in retirement. I have Federal tax withheld. How do I find out the taxable amount for 2a?

markcooperrichardson — Tue, 03 Feb 2026 13:38:16 GMT

Re: On my 1099R I show no taxable amount in 2a. This is my pension in retirement. I have Federal ...

BillM223 — Mon, 03 Feb 2025 18:40:08 GMT

Is the box on your 1099-R for "Taxable amount not determined box is checked" checked? Then this is OK if a bit odd.

In the rest of the 1099-R interview, there will be a series of questions, the point of which is to determine how much of your pension income is taxable.

If you had made after-tax contributions to your pension plan while you were employed, then when these dollars are returned to you, you do not pay tax on them. However, these dollars - called your basis - are spread out over many years, and the point of the questions is to figure out how much is your basis, so how much your taxable income should be reduced.

topic On my 1099R I show no taxable amount in 2a. This is my pension in retirement. I have Federal tax withheld. How do I find out the taxable amount for 2a? in Retirement tax questions

On my 1099R I show no taxable amount in 2a. This is my pension in retirement. I have Federal tax withheld. How do I find out the taxable amount for 2a?

Re: On my 1099R I show no taxable amount in 2a. This is my pension in retirement. I have Federal ...