
Calculating the Non-Taxable Portion of your Annuity
Calculating the Non-Taxable Portion of your Annuity Question Hi Stephen, I just received my 1099-R from OPM. In the box that says “Taxable Annuity Amount” they write “unknown.” What in the world does that mean? Answer Almost all of your annuity is taxable, however a portion of your annuity is not taxable.Which portion? The portion you’ve