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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.
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, an 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.
You can reduce your premiums by reducing your coverage. However, if you reduce coverage, you cannot increase it again at a later date.
See our answer to a frequently asked question about coverage after age 65 and our web pages at http://www.opm.gov/insure/life/index.asp to obtain more information about the Federal Employees' Group Life Insurance (FEGLI) program.
To change your coverage, write us.
You are taxed on your gross annuity according to your most current W4-P tax marital status election on file. You can change your election at anytime.
Go to www.servicesonline.opm.gov or email us at firstname.lastname@example.org.
Your 1099R will reflect a reduction in your gross annuity after your retirement application is finalized based on the amount of apportionment that you pay your former spouse. There will be a footnote on the 1099R stating the amount of the apportionment paid to your former spouse for the year.
Because your annuity is subject to a court ordered apportionment, OPM does not calculate the taxable portion of your annuity. The 1099R will show ‘Unknown’ in the 2.b ‘Taxable Amount’ box.
You may wish to speak with a representative at the Internal Revenue Service or a tax advisor to help you calculate the tax-free portion of the calculation. Current tax tables for this year are available in Internal Revenue Publication 15. You may view this publication on line by accessing the IRS web site at www.irs.gov. You may also call the IRS toll free for tax advice at: 1-800-829-1040 (agent).
Your former spouse must report the amount of apportionment he/she receives as taxable income and is required to pay taxes on these funds. Apportionment monies cannot be used as alimony deductions on a tax return.
Please note it is your responsibility to make sure enough federal income tax is withheld from your annuity and to check the amount of tax withheld early in the year to be sure you are paying the correct amount.
OPM can refund Federal and/or state income tax withholding ONLY for the current year. To request a refund, you can email us at email@example.com or call us at 1-888-767-6738. Remember to provide your CSA or CSF claim number or full SSN.
We can issue a refund of the monies withheld in the current year ONLY.
If you want a partial reimbursement, let us know the exact amount (no percentage) AND provide the exact period (for example 5/10/2011 to 12/31/2011). Normally, the refund is issued as a separate payment.
We cannot refund tax withholding for previous tax years.
To request a refund of your withholdings for previous tax years, please contact the IRS at 1-800-829-1040 for Federal tax withholding refund and your State Revenue Office for state tax withholding refund. If we are not currently withholding State tax, you must call your State Tax office for a refund. Find your State Revenue Office here.
We can correct or amend your 1099R.
Call us at (888) 767-6738 or send us an email at firstname.lastname@example.org
OPM does not forward corrections or amendments to the Internal Revenue Service. The corrected or amended form will be mailed to you at the mailing address we have on file. It is your responsibility to forward the corrected or amended 1099R to the Internal Revenue Service with your amended tax return.
The 1099Rs are mailed during the last week of January. We are required by law to make the 1099R available to over 1.9 million annuitants, survivor annuitants, heirs and assignees of deceased annuitants by January 31st of each year. We also upload these 1099Rs to our Services Online website.
Services Online is our online tool for annuitants. First, you must have a CSA or CSF claim number and a password. If you don’t know your CSA or CSF number, or you don’t know your password or you haven’t accessed your SOL account within the past 15 months*, call us at 1-888-767-6738.
Use your CSA or CSF number and password to login to Services Online. Once online, you can:
* For your protection, we lock your account after 15 months of inactivity and after failed login attempts. Please call us to unlock your account.
Tax tables are set into law by the United States Congress and administered by the IRS. Each year, the new tables are posted on the IRS website in IRS Publication 15 and Notice 1036. We are required by law to update your Federal income tax withholding based on the new monthly periodic tax tables and formulas. OPM withholds the required federal taxes according to your marital status and exemptions (dependents) elected. You can change your tax withholding amount at any time. It is a good idea to check the amount of your Federal and State tax withholding each year.
Select this link to view the IRS Publication 15. If you are looking at the specific tax tables you want to search for the Single or Married Monthly Payroll Period tables.
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