Retirement tax questions

To make sure TurboTax uses the amount in box 2 of your CSA-1099R as the taxable amount, please follow these steps:

1. Enter your CSA-1099-R as it appears on the form you received.
2. On the screen, Any Periodic Payments? Mark the Yes radio button--you got regular payments from this retirement account.  [Screenshot #1]
3. On the screen Describe the Taxable Amount, mark the radio button that the taxable annuity amount was used as the taxable amount.  [Screenshot #2]

TurboTax will use the amount in Box 2 and NOT box one to add to your taxable income.

SCREENSHOT #1

SCREENSHOT #2