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.
You'll need to sign in or create an account to connect with an expert.
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.
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:
Thank you will try again
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
TedCar
New Member
lac528
Level 2
jorge69ijk
Level 1
ray805
New Member
mrun118
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.