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mpscalise
New Member

I've rec'd an OPM CSA-1099-R since 2010. Why was I asked for 2025 if a distribution fm a 403(b) Plan? Where do I find RMD? Is RMD Gross Distribution on 1099R?

 
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3 Replies

I've rec'd an OPM CSA-1099-R since 2010. Why was I asked for 2025 if a distribution fm a 403(b) Plan? Where do I find RMD? Is RMD Gross Distribution on 1099R?

@mpscalise 

 

IF it asks about a 403(b) then you are improperly entering that form as a plain 1099-R.

Delete that 1099-R and try again

During the initial entry steps, you need to select the box for a CSA-1099-R.

 

Then, the RMD is whatever $$ amount is in box 1.

____________________

Then carefully, for a follow-up question...that asks about the taxable amount....If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5... you need to answer YES if you want the box 2a amount to be taxable.

 

If box 2a is empty.....only then do you answer with a No.. 

_______________________________

1099R_Box2a_2025text.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

I've rec'd an OPM CSA-1099-R since 2010. Why was I asked for 2025 if a distribution fm a 403(b) Plan? Where do I find RMD? Is RMD Gross Distribution on 1099R?

THEREs a problem in turbotax then, because I also encountered when selecting the correct 1099R civil service form.

 

MarilynG1
Employee Tax Expert

I've rec'd an OPM CSA-1099-R since 2010. Why was I asked for 2025 if a distribution fm a 403(b) Plan? Where do I find RMD? Is RMD Gross Distribution on 1099R?

If your CSA1099-R has a Code 4 in Box 7, you may still get the screen asking if the distribution was from a 403b plan.  However, you can indicate NO and Continue.

 

Here's more info on Form CSA-1099-R.

 

@weinerdog66 

 

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