MarilynG1
Expert Alumni

Retirement tax questions

If your form is a CSF-1099-R or a CSA-1099-R,  indicate that at the beginning of the 1099-R section, since these entry screens are a bit different than a regular 1099-R.

 

However, Box 16 for State Distribution is normally the same amount as the Box 1 Distribution amount.  

 

Here's instructions for How to Enter a CSA-1099-R.

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