Please follow steps below for CSA 1099-Rs:
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 be
sure to select CSA-1099-R Civil Service
annuity (if you are the original owner and not the survivor)
or CSF-1099-R Civil Service survivor
annuity (if you are survivor, but not the original owner). 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.
