I need a special 1099R paid by the Office of Personnel Management;
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I need a special 1099R paid by the Office of Personnel Management;

How do I change the payers name from Fidelity to OPM Retirement Operations on Turbo Tax?  The Gov 1099R never has a 2a Taxable amount stated..  Can you get me the formula for obtaining that "Taxable amount" required figure.
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Level 15

I need a special 1099R paid by the Office of Personnel Management;

Choose the CSA-1099-R type.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.

Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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