WebJun 4, 2024 · Every single CSA 1099 issued has UNKNOWN in Box 2a. You enter the form as a CSA-1099-R, and leave Box 2a blank. Yes, the after tax contributions are included in an RMD calculation so you Say Yes to that question. As you go through the questions, you will be asked about after-tax contributions and can choose whether to apply the … WebJan 20, 2024 · CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments. To enter your CSA …
Solved: What’s the difference between a 1099-R and a CSA ... - Intuit
WebMar 12, 2013 · 03-10-2013, 01:48 PM. I have a client with a CSA 1099-R. The gross distribution is for 12,312. The Box 2a Taxable Amount shows "Unknown". Box 5 (Emp contributions etc) shows 2,226.80. It seems to me that the taxable amount would be the net 10,085.20. The previous accountant picked up the gross amount as being taxable. WebJun 6, 2024 · June 6, 2024 12:50 PM. If your 1099-R has UNKNOWN as the taxable amount, you probably have a CSA 1099-R. If you have not indicated that this is a CSA … Thank you MichaelDC for this answer. Still, I need help. I chose the CSA 1099-R … The TurboTax community is the source for answers to all your questions on a range … china playground equipment
IRA/Pension Distributions (Form 1099-R, Form SSA-1099)
WebMar 11, 2024 · He retired in 2024. The 1099-R says CSA. Total contributions from Box 9b is 95,538. None of this has been recovered. I looked at the annuity adjustment letters for the last two years and the box 5 amount is very close (but off by about $120) to the amount he is being charged for a health insurance plan. WebD-33 IRA/Pension Distributions (Form 1099-R, Form SSA-1099) TaxSlayer Navigation: Federal Section>Income>1099-R, RRB-1099, RRB-1099-R, SSA-1099 There are four items to choose from, and within each item you can make entries for as … WebNov 19, 1996 · If your 1099R Statement Box 2.a for the Taxable Amount is marked as 'Unknown'; this means that OPM did not calculate the tax-free portion of your annuity. … china playground equipment factory