Csa 1099 r 2a unknown

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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 … WebNov 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.

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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 ... 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 the amount using the monthly tax free amount computed by TaxSlayer for the 2024 tax year times the number of months prior to 2024. the paper of record meaning

My OPM 1099-R has "unknown" in box 2A but notes that gross

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 … WebJun 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. WebSolved: I have an OPM 1099R death benefit with "unknown" in box 2a and ... shuttle christchurch to nelson

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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 … 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- shuttle chicago to lambeau fieldWebJun 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 … the paper of wabash

"WebI HAVE A CSA 1099-R WITH "UNKNOWN" IN BOX 2A, DO I CHECK THE " TAXABLE ... " - Csa 1099 r 2a unknown

Csa 1099 r 2a unknown

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WebMar 12, 2013 · 03-10-2013, 01:48 PM. I have a client with a CSA 1099-R. The gross distribution is for 12,312. The Box 2a Taxable Amount shows "Unknown". Box 5 (Emp contributions etc) shows 2,226.80. It seems to me that the taxable amount would be the net 10,085.20. The previous accountant picked up the gross amount as being taxable. Web(Form 1099-R, Form SSA-1099) TaxSlayer Navigation: Federal Section>Income>1099-R, RRB-1099, RRB-1099-R, SSA-1099 There are four items to choose from, and within each item you can make entries for as many documents as needed. Select Nontaxable Distributions to record Qualified Charitable Distributions (QCDs), qualified Health …

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WebUnless 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 ... 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 …

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 … 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 …

Webcorrect 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, … WebFeb 4, 2024 · Customer: ***** ***** I'm using turbo tax and trying to enter my CSA 1099r. Box 2a is listed as unknown, how do I figure this. ... Office of Personnel Management 1099-R has UNKNOWN for taxable amount in block 2a. OPM can't answer tax questions. Turbo Tax can't explain how to determine taxable amount so can't complete tax ...

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 …

WebSubtract 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 … the paper of record new york times shuttle classesWebinsurance contracts, etc., are reported to recipients on Form 1099-R. Qualified plans and section 403(b) plans. If your annuity starting date is after 1997, you must use the simplified method to figure your taxable amount if your payer didn’t show the taxable amount in box 2a. See the instructions for your tax return. shuttle cirebon bandungWebIS 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 … shuttle christchurch to timaruWebFeb 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 … the paper of wabash county postsWebSpecific 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 … the paper of wabash county onlineWebHow 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. shuttle class a driver