Csa 1099 r 2a unknown

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WebAug 24, 2024 · A: If your 1099-R Statement Box 2.a for the Taxable Amount is marked “Unknown,” OPM did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax … WebFeb 19, 2024 · FORM CSA 1099R; FORM CSA 1099R. Options. Mark Topic as New; Mark Topic as Read; Float this Topic for Current User; ... Mark as New; Bookmark; Subscribe; Permalink; Print; Report Inappropriate Content; 1. HOW DO I DETERMINE THE TAXABLE AMOUNT WHEN BOX 2a STATES "UNKNOWN"? 2. SHOULD I BE USING A …

2024 Form 1099-R - IRS

WebOk here is some guidance from TurboTax: 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 … Web3. 1099R Taxable amount is listed as 'Unknown'. What does that mean? If your 1099R Statement Box 2.a for the Taxable Amount is marked 'Unknown’, OPM did not calculate the tax-free portion of your annuity. OPM can not provide tax advice. Please contact the Internal Revenue Service toll free at 1- how to ship with ups account number

If my 1099-r has code 3 on box 7 but "unknow" in 2A Taxable ... - Intuit

WebI HAVE A CSA 1099-R WITH "UNKNOWN" IN BOX 2A, DO I CHECK THE " TAXABLE ... WebJun 6, 2024 · June 6, 2024 12:50 PM. 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 … Thank you MichaelDC for this answer. Still, I need help. I chose the CSA 1099-R … The TurboTax community is the source for answers to all your questions on a range … WebFeb 22, 2024 · If box 2a is blank or UNKNOWN then there should be amount in box 9b to use with the simplified method. If no amount in 9b then contact OPM to find the account "basis". ... CSA-1099-R, CSF-1099-R, RRB-1099-R. [NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep … notting hill little yellow door

Retire FAQ - 1099R Taxable amount is listed as

I downloaded my 1099R from OPM and the item 2a. taxable - JustAnswer

WebJun 3, 2024 · CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees.It’s used to report civil service retirement payments. To enter your CSA … WebAug 10, 2024 · The details on the CSA 1099-R form: The Gross Distribution (Box 1) is $33,000. The Employee Contribution (Box 9b) amount is $23,190. There is an Insurance Premium (Box 5) of 5508.09. The distribution code is 7- Nondisability. The Insurance Premium goes to Medical Expense, so no problem there. Proseries is making about … how to ship with poshmarkWebJun 4, 2024 · Every single CSA 1099 issued has UNKNOWN in Box 2a. You enter the form as a CSA-1099-R, and leave Box 2a blank. Yes, the after tax contributions are included in an RMD calculation so you Say Yes to that question. how to ship with ups canada

"WebApr 27, 2024 · My 1099-R 2a box is marked UNKNOWN. I get a disability from form CSA 1099R. I had my taxes done by a professional the first year. I did my taxes last year and I think I incorrectly completed it. ... quot;unknown" is in box 2a on my CSA 1099R and 03 is in box 7. I retired on disability in 2024 and I am 65 years old. " - Csa 1099 r 2a unknown

Csa 1099 r 2a unknown

Solved: If box 2a on 1099r reads unknown what do I do - Intuit

WebGenerally, the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount. If no amount is listed, you will need to determine the amount yourself. If this is a Roth Distribution that has been held for 5 or more years and you are withdrawing the contributions only, enter $0 for Box 2a. If you made nondeductible ... WebGenerally, the issuer of the 1099-R will have an amount listed in Box 2a for the taxable amount. If no amount is listed, you will need to determine the amount yourself. If this is a …

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WebIS THE TAX FORM CSA FORM 1099R US OFFICE OF PERSONAEL MANAGEMENT A RETIRE MILITARY - Answered by a verified Tax Professional. We use cookies to give you the best possible experience on our website. By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have … WebSpecific Instructions for Form 1099-R. File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual …

WebJun 4, 2024 · it works the same as a 1099-R -- enter the details as shown, box by box -- I don't believ TurboTax even asks if it is a CSA 1099-R or just straight 1099-R. Good Luck … WebFeb 21, 2024 · When the administrator of your annuity reported "unknown" in box 2A - that means - the administrator is not able or not willing to determine the taxable portion of …

WebApr 15, 2012 · I am a medically retired Federal agent who was injured in the line of duty. I received a CSA 1099-R with a gross distribution/lump sum payment for "retroactive … WebThe taxable amount on my 1099-R tax statement is listed as unknown. What does that mean? If Box 2.a is marked Unknown, this means that OPM didn't calculate the tax-free …

WebHow to request your 1099-R tax form by mail. Sign in to your account, click on Documents in the menu, and then click the 1099-R tile. We'll send your tax form to the address we have on file. You can verify or change your mailing address by clicking on Profile in the menu and then clicking on the Communication tab.

WebBox 2a on Form 1099-R. Enter the amount that could have been recovered tax free in prior years even if not claimed. Look at last year’s tax return to find this amount, or calculate … notting hill lodgeWebUnless an exception to the 10% additional tax on early distributions is available, Option 2, "Transfer 1099-R Box 2a to Form 5329, Part 1, Line 1" would be selected if the distribution is from a pension plan or IRA. In this situation, if the taxpayer did not roll over the distribution or qualify for an exemption, the 10% additional tax or ... notting hill live streamWebNov 19, 1996 · If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM did not calculate the tax-free portion of your annuity. Some of the most common reasons for not calculating the tax-free portion of your annuity: Your case is a Disability Retirement. You retired prior to November 19, 1996. how to ship with trackingWebEnter the Gross Distribution in Box 1 as it is shown on the 1099-R. The taxable amount in Box 2a should normally be the same as the amount from Box 1. When entering the Distribution Code in Box 7, if the Code is a '3', the 10% Additional Tax for Early Withdrawal does not apply and no further action is necessary upon exiting this 1099-R menu. notting hill luxury apartments atlantaWebJun 7, 2024 · If the taxable amount in box 2a says "unknown" on csa 1099r, do i put zero I'm away from my taxes right now and appreciate your answer. I use the Simple method … notting hill life centreWebSubtract line 8 from line 1. Enter the result, but not less than zero. Also, add this amount to the total for Form 1040 or 1040-SR, line 5b. If you are a nonresident alien, enter this … notting hill ltdWebcorrect Social Security Number. Be sure to include your CSA number and a copy of your Social Security card when you contact OPM. Important Tax Information - CSA 1099R, … notting hill malone road