DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter your CSA 1099-R from OPM into TurboTax:

 

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” 
  4. On the "Who gave you a 1099-R?" screen select "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity"

 

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