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I dont know how to file the csa 1099 r.

confused with simplified and general rule.
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3 Replies
DaveF1006
Employee Tax Expert

I dont know how to file the csa 1099 r.

According to this this Turbo Tax post written by ColeenD3, you use the simplified rule for a qualified retirement plan such as yours.

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I dont know how to file the csa 1099 r.

If i answer simplified what will the answers be to questions after

ColeenD3
Expert Alumni

I dont know how to file the csa 1099 r.

Can you tell us which questions you are referring to? You will need to know the start date of the pension, how much was contributed, the plan cost, and your age at the time of the start date. If you don't have this information, look into your own records or reach out to OPM.

 

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