Retirement tax questions

SteamTrain · ‎February 6, 2022

Make sure you are using the correct form-type when you enter that CSA- or CSF-1099-R.

Insurance premiums are in box 5 of the CSA-1099-R form....BUT....TTX will move that to another area on the background "worksheet" taht TTX uses. Ther is also a followup question after the main CSA-1099-R form that asks about the box 5 value that you need to answer:

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Main "Online" CSA-1099-R entry page:

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Main "Desktop" CSA-1099-R entry page:

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