My Form 1099-R has zeros (0s) in Boxes 1 and 2a. Why is there an amount in Box 4 Federal income tax withheld?
If you retired under a service connected disability retirement in certain situations, part or all of your pension may be excluded from gross income since it is qualified as workers compensation type of payments. The amount in Box 4 represents the amount you had withheld from benefit payments for federal income taxes. You may change this withholding by sending a written authorization to the ERS.
