TīmeklisIS THE TAX FORM CSA FORM 1099R US OFFICE OF PERSONAEL MANAGEMENT A RETIRE MILITARY - Answered by a verified Tax Professional We use cookies to give you the best possible experience on our website. By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless … Tīmeklis2024. gada 22. febr. · If box 2a is blank or UNKNOWN then there should be amount in box 9b to use with the simplified method. If no amount in 9b then contact OPM to find the account "basis". ... Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R. ... 1099R from OPM. Box 2a says unknown. …
What does CSA stand for on the Form CSA-1099-R? - Intuit
TīmeklisForm CSA 1099-R - Civil Service Retirement Benefits -The Office of Personnel Management issues Form CSA 1099-R for annuities paid or Form CSF 1099-R for survivor annuities paid. The CSA-Form 1099-R box numbers reflect the standard numbering on a Form 1099-R. If the taxable amount isn’t calculated in Box 2 the … TīmeklisAccording to the instructions for Form 1099-R, box 5 may include any of the following: Designated Roth contributions or contributions actually made on behalf of the employee over the years under the plan that were required to be included in the income of the employee when contributed (after-tax contributions), b\\u0026b theatres venice galleria stadium 11
1099-R - Box 5 (1099R, ScheduleA) - Drake Software
Tīmeklis9b. Total employee contributions $ 14 . State tax withheld $ $ 15 . State/Payer’s state no. 16 . State distribution $ 17 . Local tax withheld $ $ 18 . Name of locality. 19 . Local distribution $ Form . 1099-R. www.irs.gov/Form1099R. Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page TīmeklisBox 9b on the 1099-R shows the amount of the employee "contribution" to the retirement plan. "Basis" in a retirement plan is also called "cost" or "contribution". ... Second opinion] Hi Pearl, I have a Form CSA 1099R tax form with a Gross Distribution of $32,760. Box 2a. Taxable amount is "Unknown". TīmeklisBox 5 to indicate insurance premiums paid in 2024; that information is not included on the 1099-R form. • Box 7 – Distribution Code – The IRS code used to determine what type of benefit you received. • Boxes 8 and 9a – These boxes are blank. • Box 9b – Total Employee Contributions – If this is your first year of retirement, Box 9b explain car tyre numbers