Please go back to the beginning of the 1099-R section and verify that you selected "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity" and not 1099-R. Login to your TurboTax Account Click on the Search box on the top and type “1099-R” Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen Click on "Edit" continue until "Who gave you a 1099-R?"

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GLM_12

Level 2

Question

CSA 1099-R "Where is your distribution From?" needs info. Can't satisfy this question when selecting "None of Above"

Forum|Forum|5 years ago
January 26, 2021
6 replies
43 views

No text available

TurboTax Premier Online

DanaB27

Employee Tax Expert

Please go back to the beginning of the 1099-R section and verify that you selected "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity" and not 1099-R.

Login to your TurboTax Account
Click on the Search box on the top and type “1099-R”
Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
Click on "Edit" continue until "Who gave you a 1099-R?"

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GLM_12Author

Level 2

When I get to the 1099-R section, I have 2 accounts displaying "Edit" and a 3d account (Off. of Pers. Mgt.) repeatedly displays "Needs Review" and offers only "Review", not Edit. When I do a federal review I get the "Where is your distribution from?" question and "needs info." in red. I select "none of the above" and continue. the end results is it is a loop! with the same result each time I go through it.

DanaB27

Employee Tax Expert

If you cannot edit the CSA 1099-R entry then please try to delete and renter the information to see if that will resolve your issue.

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GLM_12Author

Level 2

No luck. I reentered the 1099-R manually ...same result.

DanaB27

Employee Tax Expert

We cannot see the details of your return, therefore I suggest contacting TurboTax for more detailed help. Please see What is the TurboTax phone number?

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