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Frequently Asked Questions Retirement

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

 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. 

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