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J
JACKSONACTIONJ9
April 4, 2025
Question

opm form 1099r box 2a shows amount as unknown,how do i calculate the taxable amount?

  • April 4, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    M
    mglauner
    April 4, 2025

    After you enter the info from your 1099-R, TurboTax asks follow-up questions to determine the taxable amount (it's usually the amount in Box 1).

     

    If no after-tax contributions were made to the pension plan before distribution (Box 5), the entire amount is generally included in taxable income.

     

    Here's more info on Is My Pension Distribution Taxable?

     

    @JACKSONACTIONJ9 

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