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Retirement tax questions
Please follow these steps to enter your CSA 1099-R from OPM into TurboTax:
- Login to your TurboTax Account
- Click on the Search box on the top and type “1099-R”
- Click on “Jump to 1099-R”
- 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"
If this doesn't answer your question then please provide more details what you are needing help with.
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January 27, 2021
7:34 AM