turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

My federal Statement of Annuity Paid is labeled 1099-R, not CSA-1099-R. I uploaded this form and am in a loop where I'm asked questions that aren't pertinent. Idea why?

I am a civilian retiree.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

My federal Statement of Annuity Paid is labeled 1099-R, not CSA-1099-R. I uploaded this form and am in a loop where I'm asked questions that aren't pertinent. Idea why?

What’s it asking you?  Did you import it?  If you entered it as the wrong kind of 1099R you can delete it and enter it again manually.

My federal Statement of Annuity Paid is labeled 1099-R, not CSA-1099-R. I uploaded this form and am in a loop where I'm asked questions that aren't pertinent. Idea why?

What is listed in the left margin of the form.....there's probably squint-print there typed vertically.

 

I've seen several in past years, where the  "CSA 1099-R" is printed there.  (or CSF-.... for a surviving spouse)

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question