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Retirement tax questions
It depends on the type of annuity payment it is and how you enter this into the program. If it is an annuity payment for civil Service, you would enter this as a CSA-1099R. When you enter the 1099R, leave Box 2A blank.
Now there'll be a series a questions asked that follow the entry of the 1099R:
- It'll ask for the payment start year.
- Then it'll ask for the taxable amount. Mention that the taxable amount is different.
- When it asks about the taxable amount, select the simplified method.
- Next there will be a screen where you will enter information that will determine the taxable amount of your annuity.
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‎April 15, 2025
8:04 AM