Retirement tax questions

Thank you so much KrisD15.  DaveF1006 also helped, but until I thought to leave box 2a blank I couldn't find what I needed.

 

I figured out the issue was when entering the CSA-1099R.

Based on OPM instructions to figure the non-taxable portion.  I took the monthly tax-free amount x 12 months, then deducted this amount from the Gross Distribution amount and entered this figure in 2a. Taxable amount.

This was incorrect.  This time I left box 2a blank, then Turbo Tax directed me to the steps you outlined below:

 

"Describe the Taxable Amount"

select "No, a different amount was taxable"

For "Tell Us the Taxable Amount Method" select "Simplified method"

Enter Annuity Information   and Continue

 

Next screen says "Tell Us About Your Joint Annuity"

select "Yes, this annuity covers more than one person"   and Continue

Next screen asks for both ages. 

 

Thanks again, I can now file my tax return.