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I received 1099R death benefit and a week later received aCSF 1099R for a small amount later. Can’t find CSF 1099R on Turbo Tax.

Is there a place to add it onTurbotax. Not sure what to do with it. Thanks
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1 Reply
SharonD007
Employee Tax Expert

I received 1099R death benefit and a week later received aCSF 1099R for a small amount later. Can’t find CSF 1099R on Turbo Tax.

Yes, you enter Form CSF 1099-R in the same place that you enter a Form 1099-R.  Form CSF 1099-R is a variation of Form 1099-R. Refer to TurboTax article When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. for more information.

 

Refer to the TurboTax Help article Where do I enter my 1099-R? for instructions.

 

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