Yes, the Statement of Survivor Annuity Paid CSF1099R from the Office of Personnel Management looks a little different, but it is just another 1099-R.
Due to the age of the original annuitant, the basis of the annuity should have been recovered already.
Here's how to enter it in TurboTax Online:
- Open your return.
- Select Federal, then Wages & Income.
- Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
- Answer Yes to Did you get a 1099-R in 2023? or if there's already one there, select Add 1099-R.
- Select Change how I enter my form.
- Upload the form using one of the options, or select Type it in myself.
- Select the Office of Personnel Management (CSF1099R) tile, then Continue.
- Verify the next screen matches the form, then Continue.
- Fill in the next screen with the figures from your CSF1099-R. If any of your boxes say "Unknown" leave the box blank in TurboTax.
- Answer the next few screens according to your situation.
- When you get to Describe the Taxable Amount, answer Yes, then Continue.
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