TurboTax will ask you questions to calculate the taxable portion of Civil Service Retirement. The method—simplified or general rule—should match what you had previously been using.
If your Form CSF 1099-R includes a taxable amount in Box 2a, you can use that amount.
Otherwise, or if you want to compute the taxable amount yourself:
If your annuity starting date is after November 18, 1996, you must use the Simplified Method for annuity payments from a qualified plan, which is what you have.
If your annuity starting date is before November 19, 1996, you can use the Simplified Method only if ALL the following are true:
1) Your annuity starting date is after July 1, 1986.
2) The annuity payments are for either your life, or your life and that of your beneficiary.
3) The annuity payments are from a qualified employer plan, a qualified employee annuity, or a sheltered annuity.
Where do I enter my CSA 1099-R?
