Thanks for the info. My situation is different from the scenario you described. I received a one-time Child Survivor Benefit for a parent who was a retired civil service employee. No taxes were withheld. I typed in the CSF 1099R_LS form similarly to the way you describe.
At the Review your 1099-R info panel where it says my Office of Personnel Management "Needs Review", I click the magnifying glass icon
On the Who does this 1099-R belong to panel, I indicate the form belongs to me.
On the Who gave you a 1099-R? panel, I select Office of Personnel Management (CSF 1099-R)
On the Now, let's review your 1099-R provider's info panel, all of the information matches my form from OPM
On the Enter your CSF-1099-R details panel,
- Box 1 Gross Distribution matches my number from form
- Box 2a was entered originally as blank but now has a value equal to Box 1
- Box 4 is 0.00
- Box 5 i blank
- Box 7 is 4 (for Death Benefit)
On the Where is your distribution from? panel, I selected Other distribution
On the Do any of these situations apply to you? panel, I selected None of these apply
On the When was the original retirement plan owner born? panel, I selected They were born before January 1, 1951
On the Was This Distribution From a 403(b) Plan? panel, I selected Yes, this is a 403(b) plan
On the Let's get more information about your Required Minimum Distribution (RMD), I entered $0
On the Tell us if you moved the money through a rollover or conversion panel, I selected I didn't roll over or convert this money
Then I enter continue at the We found a few other questions about your situation panel
On the Annuity Payments Start Year, I enter started getting payments in 2024
On the Any Periodic Payments? panel, I select No, didn't get regular payments from this retirement account.
And then I end up right back at the Review your 1099-R info panel and the Office of Personnel Management still indicate it "Needs Review"
I seem to be stuck in an endless loop.
