If the guidance above didn’t help for your CSA 1099-R, please see the following procedure to enter it in TurboTax Online:
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If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, click the Pick up where you left off button
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Click Federal in the left pane, if you’re not already there
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Click Income & Expenses in the banner
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Scroll down and click Show more to the right of Retirement Plans and Social Security
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Click Start to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
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Answer Yes on the Did you get a 1099-R in 2021? page
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Click Continue on the Get ready to be impressed page
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To enter Form 1099-R yourself, click Change how I enter my form. Otherwise, download your form as instructed
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Click Type it in myself on the How do you want to enter your 1099‑R? page, if you so choose
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On the Who gave you a 1099-R? page, choose Office of Personnel Management (CSA 1099-R) and Continue
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Enter all relevant information on the subsequent screens
To enter your Form W-2s, please see the TurboTax Help article How do I import or enter my W-2? for guidance.
@KelleyBalma66
