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After you file
Be sure you select CSA if it is a Civil Service Retirement.
- Sign in to your account and open or continue your return.
- Search for 1099-R and select the Jump to link in the search results.
- 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)
- At the import screen, select I'll type it in myself and then Continue.
- 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
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‎January 24, 2020
1:21 PM