Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community

1 reply

J
JamesG1
April 10, 2025

You may have received a CSA 1099-R which may not report a taxable amount in box 2a.

 

You may need to know:

 

  • The amount of the employee contributions (should be in box 9b),
  • The date the annuity started,
  • The number of months that payments were received in 2024, 
  • The age of the recipient when the annuity started,
  • The age of other beneficiaries (if there are any), and 
  • Was the recipient under the retirement age for the plan.

See this TurboTax Help.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification