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Level 1

Question

have completed all boxes from 1099-R but unable to complete.

2 replies
14 views

have submitted all information from CSA-1099-R, is the problem that i have to add NONDISABILITY in line7

Level 15

Non disability is the same as Normal so put in a 7 in box 7.

Alumni - Intuit

Did you enter a Form 1099-R or a Form CSA 1099-R? Form CSA1099-R is a variation of Form 1099-R and it's an annuity issued to federal retirees. When you have a CSA 1099-R, you may have to determine the taxable portion of your distribution and you have to let TurboTax know that you are entering a CSA 1099-R.

If you entered your CSA 1099-R in the wrong spot, you'll have to delete it and follow the instructions below to enter it in the correct area. For TurboTax Online:

Open TurboTax and go to 1099-R.
Go to Income & Expenses
Select Review/Edit
Go to Form 1009-R
Select Add/Edit
Select the trash can next to the 1099-R that you want to delete

Next, review the TurboTax article Where do I enter my CSA 1099-R? for detailed instructions to enter your Form CSA-1099-R.

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