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March 30, 2022
Question

CSA 1099R Taxable Amount

  • March 30, 2022
  • 1 reply
  • 0 views

This annuity was originally my husbands, but I receive payments under his account. The box 2a shows as 'UNKNOWN', but from what I was told by my ex, the amount in box 1 is all taxable. So for this case, would I be able to use General Rule, and just specify that it's all taxable? I have no idea on the plan start date or anything like that.

1 reply

ColeenD3
March 30, 2022

Yes, without the necessary information to calculate any nontaxable amount, you would just include it all as taxable.