Click here to skip navigation
An official website of the United States Government.

Retire FAQ

Question
1099R Taxable amount is listed as 'Unknown'. What does that mean?
Answer

 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.   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

OPM CAN NOT provide tax advice.  Please contact the Internal Revenue Service toll free at 1-800-829-1040 to speak with an agent who will provide free tax advice. 



Return to FAQ Home

Control Panel

Unexpected Error

There was an unexpected error when performing your action.

Your error has been logged and the appropriate people notified. You may close this message and try your command again, perhaps after refreshing the page. If you continue to experience issues, please notify the site administrator.

Working...