Box 5 on CSA-1099-R

edlwitt · ‎March 10, 2025

I have spent hours on Turbotax trying to correct the info on box 5 of the CSA-1099-R form. I have input the exact amount from my CSA-1099-R copy for box 5. TT does not accept this amount even though it is correct. What number is TT looking for? Please help.

Ed W

BillM223 · ‎March 12, 2025

1. What is the exact message?

2. Where does it appear (in the 1099-R interview? In the Review?)?

3. If you don't mind, what is your box 5 amount?

I have tried on my test to reproduce this, but I can't, so I am searching for what is different about your return.

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edlwitt · ‎March 13, 2025

Bill:

Thank you for replying.. I resolved my problem. I clicked on the civil service box which goes to the form CSA-1099-R. I should have clicked on the regular 1099-R form. I did and that solved the problem. Apparently, from what I saw online many people are having a problem with their box 5 entry.