Retirement tax questions

@egillespie7 

 

When you do start into the 1099-R entry section, make absolutely sure you select the correct 1099-R Sub-type before continuing.  Some of the box numbers on your  OPM CSA-1099-R ( or CSF-1099-R ) are numbered differently form a plain 1099-R:

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USGovt_1099R.png

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*