ThomasM
New Member

Retirement tax questions

To enter the CSF-1099-R, Statement of Survivor Annuity Paid, click on the Federal Taxes tab, then Wages & Income, then scroll down to Retirement Plans and Social Security, and select IRA, 401k, Pension Plan Withdrawals (1099-R).

You'll then be asked how you want to enter the info, and you'll check I'll type it in myself.

The next screen will say Tell us which 1099-R you have, and you'll see four choices.  Check the box for CSF-1099-R, then click "continue" and follow the prompts to enter the form into TurboTax. [edited 4/12/17]

  

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