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Retirement tax questions
If you have CSA 1099-R for U.S. Government Civil Service retiree annuity please verify that you selected the right Form in TurboTax. If you selected a regular Form 1099-R then you will have to delete the Form 1099-R and then add Form CSA 1099-R:
- Login to your TurboTax Account
- Click on the "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and delete Form 1099-R and click “add another 1099-R”
- On the "Who gave you a 1099-R?" screen select "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity"
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February 13, 2023
5:00 AM