Retirement tax questions

Go through and verify all of your steps and make sure you have entered all the information correctly  Go to:

1. Open or continue your return.
2. In the Federal section, select Wages & Income.
3. Scroll to locate Retirement Plans and Social Security.
4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)......
5. When it asks what Type of 1099R is it, be sure to mention it is CSA 1099R Civil Service annuity. This is a common mistake that many overlook so i put this in.. See screenshot 1.
6. Record the 1099R as it is on your hardcopy.
7. As you go through the questions, be sure to say you need to figure out how much is taxable. See screenshot 2.
8. In the next screen, you will answer specific information about the plan including the annuity start date, plan cost (the amount of contributions you made into the plan), and the number of payments your received in 2023. See screenshot 3.
9. Next screens will ask if this is a joint and single annuity. It will ask your age and if you are under the retirement age for this plan.
10. Once done, your taxable amounts will be determined and reported on your return and hopefully, no error messages.
11. Here are the screenshots. Don't enter these actual numbers as these are here for illustration purposes only.

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