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posted Jun 6, 2019 4:32:09 AM

Received CSA 1099-R--STATEMENT OF ANNUITY PAID--is distribution for divorce settlement of ex-husbands retirement. Box 2a: UNKNOWN, no box 2b. Federal State taxes: NONE.

This CSA 1099-R is for the distribution of a divorce settlement from 25 years ago. I was awarded a percentage of ex-husbands retirement in the divorce decree, and now that he has retired, the OPM determined the set amount that I am due to receive and it is being paid out monthly. The only amount listed is the GROSS DISTRIBUTION and the only boxes on this form are: 1,2a,4,7,9b,12,13.  

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1 Best answer
Expert Alumni
Jun 6, 2019 4:32:11 AM

All you have to do is enter the form exactly as it appears in the program, do not enter any zeros, leave the fields blank if they have blank information, zeros or if it says unknown on any of them. 

  1. Federal Taxes
  2. Wages & Income
  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 or CSF-1099-R Civil Service survivor Annuity. 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.

1 Replies
Expert Alumni
Jun 6, 2019 4:32:11 AM

All you have to do is enter the form exactly as it appears in the program, do not enter any zeros, leave the fields blank if they have blank information, zeros or if it says unknown on any of them. 

  1. Federal Taxes
  2. Wages & Income
  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 or CSF-1099-R Civil Service survivor Annuity. 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.