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.
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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
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