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Is the taxable amount on my CSA-1099-R figured from my contribution amount on line 9b

Do I put the 10,974.00 in Box 2a
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Is the taxable amount on my CSA-1099-R figured from my contribution amount on line 9b

No. The taxable amount is calculated for you based on the form entries and during the follow-up questions.

CSA 1099-R, Statement of Annuity Paid, is a variation of the 1099-R form for Federal retirees. It’s used to report civil service retirement payments.

To enter your CSA 1099-R:

  1. Sign into your account and open your return by selecting the Take me to my return button.
  2. Type “1099-r” (lower-case, with the dashes) in the Search box.
  3. Select the "Jump to" link in the search results.
  4. On the Your 1099-R screen, select Yes and continue.
    • If you land on the Your 1099-R Entries screen instead, select EDIT or  if you have more than one Add Another 1099-R and or you can DELETE if entered incorrectly..continue
  5. At the import screen, select I'll type it in myself and continue.
  6. Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and continue.

Continue and Answer all the questions until you are at the end of the section and land back on the Summary Screen


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