Thank you for your interest. I am using TT Deluxe on a desktop. After I enter my wife's CSA-1099R info from the boxes, the next screen asks "What did you do with the money from Office of Personnel mgmt.?" TT gives me the option of (1)" XXX moved the money to another retirement account (or returned it to the same retirement account)). Option #2 "XXX did something else (cashed out, etc.)" She did neither as this is a monthly annuity from OPM.
If #1 is selected, the following options are (a) XXX rolled over all this money to an IRA or other retirement account (or returned to the same account). (b) " XXX converted all this money to an IRA account", (c)" XXX did a combination of rollover, converting or cashing out the money". She did neither of these.
If #2 is selected. the following options are " Did XXX receive payments from this retirement account on a regular basis, such as monthly...". Yes she does, but option #2 states that she cashed out, which she did not.
I do not know why TT asks these of her when my entries resulted with asking only when I retired and how many times a year I get my annuity. Our 1099s are similar, the only difference is the amounts in each box. I have not looked at the forms worksheet yet as you suggested.
