Re income on form CSF 1099R. It is my Survivor Annuity. I'm confused by the Turbo Tax screen that asks me if this income was RMD (as if it were from an IRA account).

[MichaelDC · Accepted solution]

All retirement accounts, even pensions and annuities, must meet the RMD requirements.

However, the way the pension plans meet the RMD requirements is by creating an annuity paid periodically (in your case monthly).  Therefore, you may simply select "yes" to the RMD question (Was this withdrawal RMD and all of this was RMD).  You will also be asked if the amount reported is paid periodically in equal amounts.  By selecting "yes" the RMD requirements are met and you may continue with the tax preparation.

Please be sure, though that 1099-R CSA is entered in the correct section, and not as a regular pension.

Please follow the steps below to enter CSA 1099-R. (See the attached screenshot below. Click to enlarge.)

1. Federal Taxes

2. Wages & Income, Jump to Full list

3. Scroll down and select IRA, 401(k), Pension Plans. On the screen Tell Us Which 1099-R you Have please be sure to select CSA-1099-R Civil Service annuity (if you are the original owner and not the survivor) or CSA-1099-R Civil Service survivor annuity (if you are survivor, but not the original owner). Select Continue and you will see automatically filled in information on OPM. Select Continue again and you will see Enter Annuity Information screen. You will be prompted to data entry and additional questions about your annuity. Please be sure to enter all information – including your contributions- exactly as it appears on the form. This will ensure proper calculation of the taxable amount.

[tntsunshine]

The CSF 1099R from OPM has in box 2a NOTHING but Turbo tax put in an amount, so they don't match. How do I change it? I have tried.

[MarilynG1]

@tntsunshine If Box 2a is blank (empty) on your 1099-R form, the taxable portion of your distribution needs to be calculated.

After you enter your 1099-R, TurboTax asks follow-up questions to determine the taxable amount.  

If you don't have an amount in Box 5, the Box 1 amount is normally the taxable amount. 

Click this link for more info on Taxable Retirement Distributions.