CSA-1099-R Simplified Method Worksheet Error in Turbotax

Forum|Forum|6 years ago
March 23, 2020
5 replies
44 views

My spouse and I are both USA Civil Service retirees and while I am able to complete the Simplified Method worksheet for myself, Turbotax does not offer that option for my wife's pension. Instead, it only asks, "What did you do with the money from the Office of Personnel Management?" and offers the two options, Moved it to another retirement account or cashed it out? Why is there no option give to complete a Simplified Method Worksheet her retirement pension?

macuser_22

Alumni - Champ

Say it was something else and then YES yiu received periodic payments.

On the 1099-R type screen, did you choose CSA 1099-R type? It sounds like you entered it as a regular 1099-R.

**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.**

RDGS2020Author

Level 2

Correct box was checked, but no data transferred to the Simplified Method Worksheet. Turbotax has a issue.

macuser_22

Alumni - Champ

@RDGS2020 wrote:

Correct box was checked, but no data transferred to the Simplified Method Worksheet. Turbotax has a issue.

You don't get this screen after the "what id yiu do with the money" question (after it asks about disaster)?

**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.**