MargaretL
Expert Alumni

Get your taxes done using TurboTax

It sounds as if you are not entering your 1099-R CSA in the correct section. 

TurboTax has a separate entry for the OPM, please be sure to enter our form in the right section:

  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 please be sure to select  CSA -1099-R Civil Service annuity or CSF-1099-R Civil Service survivor Annuity. 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.