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Lisa59
Returning Member

Turbo tax not reporting my csa 1099R on line 5b of my 1040

will not let me file elec
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1 Reply
DanaB27
Expert Alumni

Turbo tax not reporting my csa 1099R on line 5b of my 1040

Please make sure you have entered your CSA 1099 in the right area and selected "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity" and not a regular Form 1099-R:

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” 
  4. On the "Who gave you a 1099-R?" screen select "Office of Personnel Management (CSA 1099-R) For U.S. Government Civil Service retiree annuity"

 

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