305027
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.

BillPaul
New Member

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

 
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.

5 Replies
IreneS
Intuit Alumni

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

You need to get a 1099-R or CSA-1099R from OPM for your tax return.

According to the OPM website (OPM.gov), you can use Services Online (Retirement Services) to request a duplicate tax-filing statement (1099R).


**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

I get a CSA 1099R myself and it can be downloaded from the web site.  
BillPaul
New Member

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

Thanks. Confused because download form does not have the same boxes as listed in TT, and dropdown list does not include needed nondisability distribution code. Will go with form as downloaded.
BillPaul
New Member

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

Turbotax says copy information exactly as shown on 1099-R except for corrections, but can't do since TT and 1099 don't match in many boxes - confusing.

Office of Personnel Management website has provided an annuity statement rather than a 1099R. How do enter this retirement income on my tax return if it is not a 1099R?

Make sure when you enter the CSA 1099R or CSF 1099R at the beginning you mark what type of 1099R you have.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question