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New Member
posted May 28, 2020 12:33:31 PM

I am a US State Department federal retiree with a Foreign Service Annuity (retirement pension) that was reported to me on form 1099-R. Which type of 1099-R do I have?

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1 Best answer
Expert Alumni
May 28, 2020 12:56:41 PM

Is your 1099-R from the Office of Personnel Management in Boyers, PA?

 

If so, you have a CSA 1099-R, Civil Security annuity.

 

Otherwise (unless you are a survivor of the original employee, which does not sound like the case), enter it as a regular 1099-R.

3 Replies
Expert Alumni
May 28, 2020 12:56:41 PM

Is your 1099-R from the Office of Personnel Management in Boyers, PA?

 

If so, you have a CSA 1099-R, Civil Security annuity.

 

Otherwise (unless you are a survivor of the original employee, which does not sound like the case), enter it as a regular 1099-R.

Level 1
Feb 18, 2022 12:35:33 PM

The problem is the 1099-R from the Dept of State is different than the 1099-R in TurboTax.  Blocks 12-19 are not the same.

Expert Alumni
Feb 18, 2022 12:52:40 PM

Boxes 12 to 19 report your state distributions and taxes withheld on a normal 1099-R form. Often, you won't have state taxes withheld, so if that is the case, you don't need to report anything for that. You should report state distributions in box 16 to make sure your state picks up the distribution, but normally this will occur based on the amount in box 1 and 2(a) on your form 1099-R.