To enter your Civil Service Annuity, 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, 4701(k), Pension Plan Withdrawals (1099-R).
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your1099-R Entries. First
delete the 1099-R you started to enter by clicking the Delete
box next to it.
- Now you can click on the link Add
Another 1099-R.
- If you haven't already entered a
1099-R, you will see the screen, Your1099-R. Click Yes and
then Continue.
- You can either import your 1099-R
or click on the I'll type it in myself box.
- If you choose to enter the
information yourself, you will see the screen, Tell Us Which 1099-R You
Have. On this screen you can select either CSA-1099-R, Civil
Service annuity or CSF-1099-R, Civil Service survivor annuity.
- On the next screen, verify
whether the owner of the 1099-R is you or your spouse.
- The screen in TurboTax should
match the type of 1099-R form you received.
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