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TaxLady17
Level 2
April 9, 2025
Question

I have a 90 yr old--CSA 1099R has "UNKNOWN" inbox 2a. How do I determine the taxable amount. Please help?

  • April 9, 2025
  • 3 replies
  • 8 views
90 year old client has Form CSa 1099R with "unknown" in box 2a (Taxable Amount). How do I determine the taxable amount?
    This topic has been closed for replies.

    3 replies

    BobKamman
    BobKamman
    Level 15
    April 9, 2025

    I have never seen one of those where the full amount was not taxable.  If the client retired when the "3-Year Rule" was still in effect, that was so long ago the taxed contributions would have been recovered long ago.  I think this happened when someone retired on disability and the recovery period didn't start right away.  

      K
      Karen_pdx
      Level 5
      April 9, 2025

      You could check the 2023 tax return for that client to see how it was reported - the 1099-R was probably filled out the same way.

      sjrcpa
      sjrcpa
      Level 15
      April 9, 2025

      I would assume it's all taxable. Probably retired when the 3 year rule applied as Bob said.

      The more I know the more I don’t know.
      rbynaker
      rbynaker
      Level 13
      April 9, 2025

      All of my "unknown"s have died.  If you can get the retirement date (annuity start date) you can figure out what rules were in effect at the time.

      I have also seen "unknown" in cases where there's an ex-spouse who has been assigned part of the benefits.

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