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V
vdhoover
February 20, 2025
Question

My 10099-R says Taxable amount unknown - TT usually calculates this amount for me. Why isn't it do that now?

  • February 20, 2025
  • 1 reply
  • 0 views
no more details to add except to correct the typo - should be 1099-R

    1 reply

    T
    TomK2023
    February 26, 2025

    Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R. After you enter the 1099R in the screen, TurboTax will ask additional questions about your 1099R to determine how much of that distribution is taxable. 

     

    If box 2a says UNKNOWN leave it blank in TurboTax.  Don't enter anything.  Later on, when it asks you if the amount in box 2a was used as the taxable amount in past years, answer Yes, even though box 2a is blank. It will use the amount in box 1 as the taxable amount.

     

     

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