Retirement tax questions

It appears you were able to properly enter your Form CSA 1099-R.

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It's used to report civil service retirement payments.

Here are some tips for entering the form:

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.

To enter your CSA 1099-R:

1. Sign in to your account and open or continue your return.
2. Search for 1099-R and select the Jump to link in the search results.
3. On the Your 1099-R screen, select Yes and then Continue.
   • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
4. At the import screen, select Type it in myself and then Continue.
5. Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.

You can call the Office of Perrsonnel Management (OPM) at 1-888-767-6738.

You can call them at 1-888-767-6738 between 7:30 a.m. and 5:00 p.m. Eastern time, Monday through Friday. 

You can also contact them using email at retire@opm.gov. 

Here is a helpful support page for OPM regarding your Form CSA 1099-R, click here.  Make sure you have your CSA claim number handy.