The taxable amount is calculated for you, based on your form's entries
and follow up questions.
First, let's make sure that the form is entered correctly, not as a
regular pension.
Please follow the steps below to enter CSA 1099-R.
1. Federal Taxes
2. Wages & Income, Jump to Full list
3. 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 survivor annuity (if you
are survivor, but not the original owner). 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.
Second, please be sure that the Form 1099-R is entered into Turbo Tax
exactly as it appears (all fields, including the contributions); don't
change any boxes, if they are blank or have "zeros" in them, please
leave the fields in Turbo Tax blank. Also,
leave the field showing Unknown blank. This will ensure proper calculation of
the taxable amount.
