The CSF 1099R is used by the OPM to report a retiree’s spousal survivor benefit income.
When you enter your 1099R make sure you select the correct form.
- Log in to your account.
- Select Federal from the left menu.
- Go to Wages and Income then Income and Expenses.
- Scroll down Retirement plan and Social Security.
- Select Edit next to IRAs,401K, Pension plans 1099R.
- Select Delete next to the 1099R.
- Select Add a 1099R.
- Continue to the screen Tell us Which 1099R you have and make sure to select the correct one.
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