Why is my Taxable amount showing as Unknown?

If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM (Office Of Personal Management) did not calculate the tax-free portion of your annuity.   Some of the most common reasons for not calculating the tax-free portion of your annuity: 

• Your case is a Disability Retirement
• You retired prior to November 19, 1996
• You have Voluntary Contributions
• Apportionment was paid to your former spouse(s)
• Your case has not been finalized and you are in Interim pay status
• You have Survivor benefits payable and/or
• Your case is an Office of Workers Compensation case

omp.gov

TurboTax will calculate the taxable amount when you enter your form and answer the questions.