Please leave the 2a field blank when entering the form into the program; TurboTax will help you determine the taxable amount based on the additional information from your form (such as box 9b). You do need to know when you took your first check/payment - that is called annuity start date.
Please
be sure to enter OPM 1099-R as CSA 1099-R and not as a regular
1099-R. The program will guide you through questions on OPM taxability.
1. Federal Taxes
2. Wages & Income
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 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.
Please be sure to enter all information –
including your contributions- exactly as it appears on the form. This will
ensure proper calculation of the taxable amount.
