Retirement tax questions

That sounds like it might be a CSA-1099-R (civil service) or RRB-1099-R (railroad) and not a normal 1099-R.  Be sure to choose the correct 1099-R type on the first screen.

 

1099-R type.jpg

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**