I am a retiree. I received Statement of Annuity Paid from OPM. What form do I report my income? Is it W-2 form?

[chungwy]

I don't see Statement of Annuity Paid from the Turbotax. Where should I report my annuity income?

[MichaelL1 · Accepted solution]

It should be a CSA-1099R and gets reported as follows:

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button