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jdrozd99
New Member

can I upload my CSA 1099R from OPM , office of personnel management

I am a retired federal worker
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1 Reply
JohnB5677
Expert Alumni

can I upload my CSA 1099R from OPM , office of personnel management

Possibly,  Many banks, financial institutions, and state agencies have an online portal where you can get digital copies of your tax forms.

 

Just sign in to the portal and download the PDF version of your form. Once you have it saved to your device, you can drag and drop it into TurboTax or use Browse to upload it.

 

If you successfully complete this, follow these directions:

Log into TurboTax

  1. Under Federal
  2. Select Wages & Income
  3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Now Edit or Add another 1099-R
  5. Change how I enter my form
  6. Upload it from my company [Continue]
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