Filing CSA 1099 instead of 1099 R .

Jrf33531 · ‎January 28, 2023

I have been filing a CSA 1099 form instead of a regular 1099 R for some years now. How do I correct this mistake? Thank you.

JohnB5677 · ‎January 30, 2023

That is not necessarily a mistake. Form CSA 1099-R is the statement of Annuity Payments.

It's used to report civil service retirement payments and it is a variation of the basic 1099-R.
The CSA-Form 1099-R box numbers are the same as the numbering on a Form 1099-R.
Therefore, everything was calculated in the same way.

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JohnB5677 · ‎January 30, 2023

That is not necessarily a mistake. Form CSA 1099-R is the statement of Annuity Payments.

It's used to report civil service retirement payments and it is a variation of the basic 1099-R.
The CSA-Form 1099-R box numbers are the same as the numbering on a Form 1099-R.
Therefore, everything was calculated in the same way.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Jrf33531 · ‎January 31, 2023

Thank you very much for your reply. It's a big relief to know that there is no difference in calculations between the two forms.

John

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