KrisD15
Expert Alumni

After you file

Be sure you select CSA if it is a Civil Service Retirement.

 

  1. Sign in to your account and open or continue your return.
  2. Search for 1099-R and select the Jump to link in the search results.
  3. On the Your 1099-R screen, select Yes and then Continue. (If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R)
  4. At the import screen, select I'll type it in myself and then Continue.
  5. Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.

If it wasn't entered correctly, you'll need to delete the original and re-enter it. 

 

CLICK HERE for how to enter a CSA 1099-R

 

@spl1104

 

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