Form 1099R

[jodyderry]

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 

[TomK100 · Accepted solution]

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

[jodyderry]

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

[jodyderry]

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? 

[jodyderry]

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