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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.
A court order following annulment of marriage, legal separation, or divorce can divide or apportion your annuity. The order must expressly direct OPM to pay a portion of your monthly benefit. The spouse's share must be stated as a fixed amount, a percentage or fraction of your annuity, or by a formula with a readily apparent value. The amount cannot exceed the money payable to you after deductions for taxes and insurance.
A court order may provide for payment of all or part of a refund of your retirement contributions. It may also block the refund payment, but only if the order directs us not to pay the refund and grants a survivor annuity or a portion of your annuity to a legally separated current spouse or former spouse.
Yes. If you are under age 60, your benefit will stop if:
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.
When a benefit recipient signs up to receive Social Security, Supplemental Security Income, VA or other federal benefits via the Direct Express® card, their payment will be automatically deposited to their Direct Express® card account on payment date. The card can be used to make purchases at stores that accept Debit MasterCard®, pay bills, purchase money orders for the U.S. Post Office, and get cash from an ATM or financial institution that displays the MasterCard® acceptance mark.
For instance, if the recipient’s benefit payment is $500 monthly:
(Visit www.GoDirect.org for more information about fees and the surcharge-free network.)
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