How do I determine the taxable income on a 1099-R with "UNKNOWN" in Box 2a and no Box 2b on the form to check?

The subject 1099-R was provide by OFFICE OF PERSONNEL MANAGEMENT RETIREMENT OPERATIONS. It is titled "STATEMENT OF ANNUITY PAID" and only includes the following boxes: Box 1 (Gross distribution): 41052.00,  Box 2a (Taxable amount): UNKNOWN,  Box 4 (Federal income tax withheld): 3521.67,  Box 5 (Employee contributions/Designated ROTH contributions or Insurance premiums): 1575.53,  Box 7 (Distribution code): 7-NONDISABILITY,  Box 9b (Total employee contributions): 36126.00,  Box:12 (State income tax withheld): 600.00.
  • 1 & 2a are have the same amount?
  • If box 1 and 2a are the same then ether it that way.  That is normal when the entire distribution is taxable.
  • 2b says, "Taxable amount not determined                 Total distribution   x"
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TT will make that determination. Go through the Interview process.  Enter your1099-R (leave Box 2a blank) in the Retirement section of Wages and Income, and then answer the questions.
  • It sounds like the issuer of the 1099-R can't follow the IRS rules for filling out the form.

    If the taxable amount is unknown they are supposed to leave box 2a BLANK and check the "taxable amount not determined" box (2b) - which is how you should enter it.  (Only numbers are allowed in box 2a)
  • box1 Gross Distribution $ 2a Taxable Income have same amount:$7668?
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Box 1 & 2a have the same amount $7668
  • Then enter it that way.  That is normal for most 1099-R distributions.
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