I HAVE A CSA 1099-R WITH "UNKNOWN" IN BOX 2A, DO I CHECK THE " TAXABLE AMOUNT NOT DETERMINED" ? AND THE AGE OF THE TAXPAYER IS 74 YEARS OLD ?

[FARLEYSTAXSERVICE]

THE ANNUITY WAS STARTED IN 1994

[qbteachmt]

You don't checkmark something they didn't mark. You are not the originator of that info. Just enter what you see.

If you need help, Google this:

irs 1040 1099-r simplified method worksheet

That worksheet is in the Form 1040 instructions.

[BobKamman]

So he retired at 58 and would have recovered his cost in 260 months -- by 2016.  Usually, though, when I see a blank for "taxable amount," there is some special situation, like disability retirement or a survivor pension.  Helps to know when he started his federal career, to figure how much he would have paid in after-tax contributions.  

Rule of thumb:  If he has a pension file dating back to when he retired, take a look.  Otherwise, it's all taxable.  And Pub 721 is a good source.  

[Just-Lisa-Now-]

CSA 1099R isnt like a regular 1099R, they dont have a box for 'taxable amount not determined', they have the word Unknown in the taxable box instead.

[George4Tacks]

Start at page 8 and estimate if they have recovered their contribution. https://www.irs.gov/pub/irs-prior/p575--1994.pdf

Once you determine, you should be able to input the computed amounts into the system so it would automatic. I don't do PS, so I can't help with those steps. Come back if you need help and I will try to get someone to do so.

[acuny]

For anyone searching for answers to this question...

Found this tool that seems to do a good job of producing a chart of annual exclusion amounts for you, assuming you have the information needed to answer the questions. Just print it out and use it till the exclusions run out.

https://cotaxaide.org/tools/Annuity%20Calculator.html

Note the other answers in this thread. If the exclusions have not already run out,.just subtract from the amount in Box 1, and enter for Box 2a. Good luck!