When you start entering a 1099R TurboTax asks what type of 1099R you have.
CSA-1099R
CSF 1099R
RRB 1099R
1099R.
Go back and make sure you checked the box for a CSA or CSF 1099R depending on which one you have.
To enter pension and annuity Payments (1099-R)
• Click on Federal Taxes
• Click on Wages and Income
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Chose the correct type of 1099R you have.
