To enter the 1099R from the Office of Personnel Management please follow these steps:
- Click on Federal > Wages & Income.
- Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
- If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries. Click on the link Add Another 1099-R (below the table).
- On the next screen click I'll type it myself.
- On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R you received, for example CSA-1099-R, Civil Service Annuity.
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