All you have to do is enter the form exactly as it appears in the program, do not enter any zeros, leave the fields blank if they have blank information, zeros or if it says unknown on any of them.
- Federal Taxes
- Wages
& Income
- Scroll
down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to
select CSA -1099-R Civil Service annuity or CSF-1099-R Civil Service
survivor Annuity. Select Continue and you will see
automatically filled in information on
OPM. Select Continue again and you will see Enter
Annuity Information screen. You will be prompted to data entry and
additional questions about your annuity.
