Skip to main content
March 17, 2025
Question

If Form CSA 1099-R box 2a says "unknown", what should go there?

  • March 17, 2025
  • 1 reply
  • 0 views
No text available

1 reply

KrisD15
March 17, 2025

Enter the CSA-1099-R as it is reported and leave box 2a blank if it is unknown.

The program may ask a few questions and if it asks if this was a "Qualified Plan" answer "Yes".

 

A Civil Service annuity is qualifying 

 

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