I am entering a CSA-1099-R for an OPM pension. Turbotax asks questions about an annuity that I cannot answer. How do I get TT to treat this as a pension?

[SteamTrain]

@ndscasino 

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is lower than the box 1 number...then edit that retirement form again, and when you get to the following page, answer it as-if the following edits were present .

(i.e. you probably needed to answer YES). The question this year is VERY Misleading:

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Here's the not quite same question in the 2024 software...that worked properly:

[ndscasino]

Yes! That worked - thank you so much. Would you happen to know if OPM pension payments are considered an RMD? I don't think this changes anything, just curious.

[SteamTrain]

@ndscasino 

Yes...what they issue for your pension is the RMD....the box 1 $$ amount is the RMD