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New Member
posted Apr 13, 2024 1:15:52 PM

Got bumped from my 1099R question. Is it still here somewhere?

I don't have a box for IRA/SEMP/
some other part I forgot...on my 1099R. App insisted I choose a yes or no answer about it. How do i move on?

0 1 2030
1 Replies
Expert Alumni
Apr 13, 2024 1:36:39 PM

Did you receive a CSA 1099-R instead of a regular Form 1099-R? Please make sure you select thr right form on the "Who gave you a 1099-R?" screen.

 

  1. Click on the "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” 
  3. On the "Who gave you a 1099-R?" screen select "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity"