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New Member
posted Mar 28, 2025 9:53:52 AM

I am retired Federal Employee Where do I record information from CSA 1099R?

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2 Replies
Level 15
Mar 28, 2025 10:05:45 AM

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Expert Alumni
Mar 28, 2025 10:06:43 AM

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees.

Click here for instructions on how to report form CSA-1099 on your return/