Csa 1099r box 2a says unknown
WebFeb 22, 2024 · OPM violates the 1099-R rules by writing "helpful" information in the box rather than just the value or code like they are supposed to. OPM has done that for years and it causes more confusion than help. They put UNKNOWN in box 2a when it should be blank, and put "7 NONDISABILITY" in box 7 when is should only be "7", "1" or "2". The … WebIf Box 2.a is marked Unknown, this means that OPM didn't calculate the tax-free portion of your annuity. The most common reasons for not calculating the tax-free portion of your …
Csa 1099r box 2a says unknown
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WebFeb 4, 2024 · Second opinion] Hi Pearl, I have a Form CSA 1099R tax form with a Gross Distribution of $32,760. Box 2a. Taxable amount is "Unknown". There is not a Box 2b. Box 4 Fed Income Tax Withheld is $5,638. Ho … read more WebFeb 10, 2024 · What does an amount in box 9b mean? The amount shown is the total amount of after-tax contributions you paid to your retirement plan while working. It’s used to determine the after-tax contribution amount shown in Box 5. If you want to know what each field on Form 1099-R means, then check out this informative illustration.
WebMar 11, 2024 · He retired in 2024. The 1099-R says CSA. Total contributions from Box 9b is 95,538. None of this has been recovered. I looked at the annuity adjustment letters for the last two years and the box 5 amount is very close (but off by about $120) to the amount he is being charged for a health insurance plan. WebFeb 21, 2024 · My husband's CSA 1099 in box #! has a gross distriubition of $41872.21, Box #2a is unknown on the bottom is a state that reads "Gross Annuity reduced by …
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 amount on line 1 of Worksheet C. If your Form CSA 1099-R or Form CSF 1099-R shows a larger amount, use the amount figured on this line instead. WebNov 24, 2024 · If Box 2a, Taxable amount, showed no number, you would calculate the pension exclusion using the Box 9b number as your starting point for the Simplified Method Worksheet Form CSF 1099R for a retiree’s survivor (US Government Civil Service)… Box 7 would be coded as a 4... 7) Susie Q Jones 123 Main Street Joppa, MD 21085 2024
WebApr 15, 2012 · On form CSA 1099-R, the taxable amount listed in box 2a. is "unknown". I cannot go any further online until an amount - Answered by a verified Tax Professional …
WebAug 10, 2024 · The Taxable Amount box (#2) says “UNKNOWN”. I’m having trouble understanding the logic of how to calculate the taxable amount. 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. san antonio tx eventsWebApr 27, 2024 · On my 1099r in box 2a. taxable amount says UNKNOWN.So, when trying to file on hrblock online I'm suppose to put a numerical am ... On my CSA 1099R it shows UNKNOWN in box 2a Although I don't find it explained anywhere, it ... san antonio tx express newsWebNov 19, 1996 · Answer. 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. san antonio tx facebook marketplaceWebJan 30, 2024 · Turbo Tax does calculate the amount for box 2a on your Statement of Annuity Paid form, from OPM. When you get to the screen with Taxable Amount, click … san antonio tx forecastWebYou must use the General Rule explained in IRS Publication 939 to calculate the taxable part of Box 1 on your 1099-R if no taxable amount is listed in Box 2A so the correct amount of taxable income is listed on line 5b of Form 1040 or 1040-SR. If your annuity starting date was after July 1, 1986, you may have to figure the taxable part of the ... san antonio tx football teamWebThe CSA-Form 1099-R box numbers reflect the standard numbering on a Form 1099-R. If the taxable amount isn’t calculated in Box 2 the Simplified Method must be ... Box 2a on … san antonio tx guitar repairWebSolved: I have an OPM 1099R death benefit with "unknown" in box 2a and ... san antonio tx extended stay hotels