☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jan 28, 2023 11:40:05 PM

Filing CSA 1099 instead of 1099 R .

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.

0 2 392
1 Best answer
Employee Tax Expert
Jan 30, 2023 12:35:20 PM

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.

2 Replies
Employee Tax Expert
Jan 30, 2023 12:35:20 PM

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.

Level 1
Jan 31, 2023 2:10:59 PM

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