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posted Jun 5, 2019 2:54:01 PM

I am a retiree. I received Statement of Annuity Paid from OPM. What form do I report my income? Is it W-2 form?

I don't see Statement of Annuity Paid from the Turbotax. Where should I report my annuity income?

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1 Best answer
Level 15
Jun 5, 2019 2:54:03 PM

It should be a CSA-1099R and gets reported as follows:

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


1 Replies
Level 15
Jun 5, 2019 2:54:03 PM

It should be a CSA-1099R and gets reported as follows:

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button