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
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
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