HOW DO I TYPE IN CSA1099RS

mike_lorraine · ‎June 6, 2019

MargaretL · ‎June 6, 2019

Please follow steps below for CSA 1099-Rs:

1. Federal Taxes

2. Wages & Income

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have be sure to select CSA-1099-R Civil Service annuity (if you are the original owner and not the survivor) or CSF-1099-R Civil Service survivor annuity (if you are survivor, but not the original owner). Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. Please be sure to enter all information – including your contributions- exactly as it appears on the form. This will ensure proper calculation of the taxable amount.

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MargaretL · ‎June 6, 2019

Please follow steps below for CSA 1099-Rs:

1. Federal Taxes

2. Wages & Income

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have be sure to select CSA-1099-R Civil Service annuity (if you are the original owner and not the survivor) or CSF-1099-R Civil Service survivor annuity (if you are survivor, but not the original owner). Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. Please be sure to enter all information – including your contributions- exactly as it appears on the form. This will ensure proper calculation of the taxable amount.