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Retirement tax questions
I went to Forms in My Return in TurboTax, then scrolled down to the OPM 1099-R. At the top of that form, there is a line labeled "Source Form" which includes an option for CSF-1099-R. When I checked that box, it automatically put the box 1 amount into box 2a, which is what I wanted.
March 16, 2024
10:36 AM