Can I locate my CSA number on any 1099R on my tax return ? If you can locate it email to xxxxxxxxxxxx@xxxxx.xxx. Harold Johnson SS# xxxxxxxxx?

You will receive the CSA-1099-R in January 2021 from the plan administrator.

 

To enter, edit or delete a form 1099-R -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Make sure that you select the correct form before entering the CSA-1099-R in the TurboTax program

Do NOT post any personal information to this public forum.    Hackers can steal your identity.

 

You would need to look at the actual CSA 1099-R that you received to get the account number.