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posted Mar 11, 2025 12:00:24 AM

Survivor benefit with OPM

Where do I input  the OPM survivor annuity in TurboTax free version?  I have tried under CSF1099R section and under pension section and both are giving me trouble.  

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1 Replies
Expert Alumni
Mar 11, 2025 10:00:53 AM

IRS form 1099-R may be reported on the Free version.  Are you selecting the OPM CSF-1099-R?

 

 

What issues are you seeing?  Does the form report a taxable amount?  Or something else?

 

Please clarify.