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April 12, 2025
Question

If a CSF 1099R form is fill out in box 2a Taxable mount as UNKNOWN. Does the mean the survivor annuity paid is not taxable?

  • April 12, 2025
  • 1 reply
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1 reply

LindaS5247
April 16, 2025

No it does not mean that the survivor annuity is not taxable. This means that OPM did not calculate the tax-free portion of your annuity. You can leave the taxable amount box blank and TurboTax will guide you through the interview to determine the taxable amount

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