DanaB27
Expert Alumni

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:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R”  and delete Form 1099-R and click “add another 1099-R
  4. 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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