If box 2a states unknown can you deduct employee contributions box 5 from the gross distribution box 1 to get the taxable amount?

Forum|Forum|1 year ago
March 31, 2025
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Opus 17

Employee

We need more information. What kind of retirement income or plan is this, and why do you have taxable contributions? What codes are in box 7?

grizzledwaynAuthor

This is my wifes retirement plan, its a CSA 1099r annuity paid. Box 7 has code 3 in it. But the summary of payments YTD is different than the 1099R box 1. We tried calling OPM no luck.

Opus 17

Employee

@grizzledwayn wrote:

This is my wifes retirement plan, its a CSA 1099r annuity paid. Box 7 has code 3 in it. But the summary of payments YTD is different than the 1099R box 1. We tried calling OPM no luck.

I believe you are correct about subtracting box 5 from box 1. However, I am also concerned that the box 1 (gross payout) does not match what you actually received. Someone else may have more experience with civil service pensions. @dmertz