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March 26, 2025
Question

1099 R taxable amount not determined

  • March 26, 2025
  • 1 reply
  • 0 views

Does anyone know how to determine the taxable amount (or if I need to) if that box was left empty? 

    1 reply

    AmyC
    Employee
    March 26, 2025

    There are multiple reasons why it could be empty which is why the program asks a bunch of questions to determine what is the taxable amount. You can leave it blank and go through all the questions, carefully answering where the money came from and what you did with it. The program will determine the taxable amount.

     

    References:

    OPM link Why has my taxable amount changed to “Unknown”?

    IRS instructions for taxable amount

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