pension plan

Lindamudshack · ‎March 31, 2020

I have a CSA 1099R question... Haven't moved any money. This is strickly a monthly payout. It's asking for money moved since he is 70 1/2. It does not give us an option for this.

macuser_22 · ‎March 31, 2020

CSA retirement pensions of over age 70 1/2 or are periodic payments are not eligible for rollover.

Be sure to choose the CSA 1099-R type and not the default 1099-R - the forms are different.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

ReginaM · ‎March 31, 2020

The 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:

Sign in to your account and open or continue your return.
Search for 1099-R and select the Jump to link in the search results.
On the Your 1099-R screen, select Yes and then Continue.
- If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
At the import screen, select I'll type it in myself and then Continue.
Select the CSA-1099-R option (verify the right spouse is selected, if applicable) and Continue to enter the information from your CSA 1099-R.