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Retirement tax questions
When you added a new 1099-R, did you indicate that it was a CSA 1099-R?
See the three screenshots below.
#1 - where you add a new 1099-R - note that option #2 is checked (CSA 1099-R)
#2 - confirm the payer information - which is already filled in by TurboTax because all CSA 1099-Rs are from the OPM (I hope).
#3 - enter the 1099-R data itself. If you get this far, the program is very aware that you are in CSRS, not FERS.
If this is not what you saw, please delete the 1099-R and go through the process again.
‎June 4, 2019
2:07 PM