This is a 1099-R Annuity Paid from OPM
Box 2a is smaller than Box 1.
Box 5 is my total insurance premiums deducted from my annuity for 2020
Box 9b has an entry. What do I do with this in Turbotax?
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That all sounds correct, the taxable amount could be smaller that total amount of the distribution, the insurance premiums and your contribution from which is in box 9 isn't taxable. You need to enter the amounts into TurboTax exactly as it is on the Form 1099-R
Here's how to enter your 1099-R in TurboTax:
That all sounds correct, the taxable amount could be smaller that total amount of the distribution, the insurance premiums and your contribution from which is in box 9 isn't taxable. You need to enter the amounts into TurboTax exactly as it is on the Form 1099-R
Here's how to enter your 1099-R in TurboTax:
Where do I find the "jump to" link?
Jump to is in he search feature in the top right corner. I prefer to give you the details of how to post your retirement.
This is how to post a 1099-R
Once you complete the first one you can Add Another 1099-R
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